Meet Our Staff

Capital Insurance & Financial Services, Inc. has a following of loyal clients who have come to depend on their accuracy and consistency.   Our employees’ willingness to meet any task, no matter how large or small, has earned them a reputation of dependability and trustworthiness.  We excel at offering prompt, professional, and always-accurate service to clients both current and prospective.

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

David Wright

President

Education:

• Elon University – BA in Business Administration (1991)

• Licensed in Life, Health, Accident, Property, Liability, Series 6, and series 63 since 1991

• Completed Life Underwriter Training College (1994)

Professional Experience:

• Prudential: (1991-1998)

• 1998 – Founded Capital Insurance & Financial Services, Inc.

Core Business:

I am a business owner with a focus on risk management, risk transfer, asset accumulation, and income planning.  I have sold over $500 million in Life Insurance with client assets over $75 million.

Hobbies:  I enjoy basketball, tennis, boating, and coaching kids sports.

Family:  David is married with two sons and a Black Lab

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Andy Wright

Director of Operations

Education:

• Appalachian State University – History

• Wake Technical Community College – Accounting

• Licensed in Property & Casualty since 2006

Professional Experience:

• New Home Construction: (1995-2006)

• 2006 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Coordinates day to day operations focusing on: Accounting, Technology, Human Resources, and Commercial Lines Audits.

Hobbies:   I enjoy hunting, fishing, camping, and anything with an engine.

Family:   Andy is married with three dogs.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Drew Boland

Commercial Account Manager

Education:

• University of Alabama – BA in Business Finance

Professional Experience:

• 2 years of sales experience

• 4 years of customer service experience

• 2019 – Joined Capital Insurance & Financial

Core Business:

Specializes in commercial lines

Hobbies:  I enjoy playing tennis, hiking and traveling.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Dawn Beck

Personal Lines Account Manager

Education:

• 1995 Licensed in Property & Casualty

• 2005 Licensed in Life & Health

• 2012 CISR Designation

Professional Experience:

• 20+ years Insurance experience

• 2010-2018 – Liberty Mutual

• 2018 – Joined Capital Insurance & Financial

Core Business:

Focus is on Auto, Home, Umbrella and Life Insurance needs.

Hobbies:  I enjoy spending time with my family whether it’s watching the kids in their sports, church activities, and going to the beach.

Family:  Married with 2 children

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jameson Mathews

Client Relations & Internal Operations Executive

Education:

• North Carolina State – Pursuing a BA in Business Marketing

Professional Experience:

• 6 years of customer service experience

• 2018 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Specializes in personal lines customer service. Personal Lines: Home, Auto, & Life.

Hobbies:  Enjoys driving fast cars, skeet shooting, time with friends and family, and all things dangerous.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Sheila Byrd

Commercial Account Manager

Professional Experience:

• 1996 – Started at NCJUA after hurricane Fran

• 14 years at Nationwide’s Raleigh headquarters’ commercial department

• 2010 – Joined Capital Insurance & Financial

Core Business:

Specializes in commercial lines

Hobbies:  I like to cook for family and neighbors. My favorite thing is spending time with my daughter & my grandpuppy.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Teresa Lawhorn

Personal Lines Account Manager

Education:

• Mt. Olive – AS in Health Sciences

Professional Experience:

• 9 Years Customer Service in Insurance

Core Business:

Focus is on Auto, Home, Umbrella and Life Insurance needs.

Hobbies:   I love traveling, spending time with family, camping, hiking in the mountains and watching the Georgia Bulldogs play!

Family:   Married with 3 children.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Suzanne Abreu

Personal Lines Manager

Education:

• Massasoit Community College – Business Administration

• Licensed in Property & Liability since 1997

• Certified Claims Specialist

Professional Experience:

• Nationwide: (1997-2010)

• 2010 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Personal Lines Manager with a focus in Home, Auto, and Umbrella

Hobbies: I enjoy going to the beach, skiing, and dancing.

Family: Suzanne is married with three kids and a dog, Murray.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.
Luke Russ, Raleigh Insurance Agent

Luke Russ

Executive Account Manager

Education:

• University of North Carolina at Chapel Hill – BA in Education

• Licensed in Property, Casualty, Life, Health, Accident, Long Term Care, and Medicare

Professional Experience:

• Durham Public Schools: (2006-2008)

• Liberty Mutual: (2008-2012)

• 2012 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

He provides auto, home, health, life, and long term care products to individuals.  Also, he helps business owners with their general liability, commercial auto, and worker’s compensation coverage.

Hobbies:  I enjoy coaching hockey, playing hockey, traveling, and golfing.

Family: Luke resides in Raleigh with his Great Dane, Blue.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Anne Forkner

Agent

Education:

• Strayer University – BA in Business Administration & Human Resources

• Licensed in Accident, Property, Liability, Home, and Auto since 2010

Professional Experience:

• 20 years of customer service experience

• 2010 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Small business, contractors, and new avenues for small businesses. 

Personal Lines: Home, Auto, & Life

Hobbies: I enjoy cooking, hiking, travel, family, and friends.

Family: Anne is married and resides in Raleigh.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.
Angie Cox, Raleigh Insurance Agent

Angie Cox

Commercial Lines Manager / Agent

Education:

• Durham Technical Community College – BA in Business Administration (1992)

• Licensed in Casualty, Life, and Health since 1991

Professional Experience:

• Nationwide Insurance/Larry Mitchell Agency: (1990-2009)

• 2009 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Commercial Lines: sales and service

Hobbies: I enjoy going to dirt track races, fishing and am an avid card player.

Family: Angie is married with two sons and two dogs: Jake and Pup-pup.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Francis Nunez

Commercial Account Executive

Education:

•University of San Francisco – BA in Business.

• Licensed in Property & Casualty, Life, and Health since 2004.

Professional Experience:

• 2005 – 2016 Farmers Insurance

• 2016 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Francis has eleven years of insurance industry experience. Her goal is to provide her clients with a level of protection and security in the event an unexpected loss occurs. As an experienced insurance professional, she offers her clients continued support, evaluation, risk management, and a comprehensive outline of insurance programs.

Hobbies: She enjoys traveling, sports, salsa dancing, and the beach.

Family: Francis resides in Cary with her husband and her cat Charlotte.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jackson Baum

Custumer Service Executive

Education:

• North Carolina State – Pursuing a BA in Business Finance

Professional Experience:

• 5 years of customer service experience

• 2018 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Jackson specializes in personal lines customer service.

Personal Lines: Home, Auto, & Life

Hobbies: Enjoys sports, exercising and fishing.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Adam Nelson

Commerical and Personal Lines Internal Service

Education:

• North Carolina State – BA in Political Science

Professional Experience:

• 2 years of customer service experience

• 2018 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Adam specializes in commercial and personal lines internal service and certificate of insurance issuance.

Hobbies: Enjoys sports, technology, and boating. Adam also played baseball at Methodist University.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jaime Fajardo

Senior VP of Health Products

Education:

• East Carolina University – BA in Business Administration (1999)

• Licensed in Life, Health, Accident, Property, Liability, Medicare, and Long Term Care
    since 2001

Professional Experience:

• MetLife: (1999-2001)

• 2001 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

My focus is working with families and business owners to find comprehensive benefits at an affordable price.

Hobbies: I enjoy fishing and camping.

Family: Jaime is married with two daughters: Annabelle and Madeline.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Marthieah Weaver

Agent

Education:

• Campbell University – BA in Human Services (1985)

• Licensed in Property & Casualty since 1988

• Licensed in Life & Health since 2006

Professional Experience:

• Baker & Associates: (1987-2005)

• 2005 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Focus on providing and servicing: Home, Auto, Business, Life, and Health.

Hobbies: I enjoy singing, swimming, 4-wheeling, and playing with my grandchildren.

Family: Marthieah is married with four children and three grandchildren.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Susie Tart

Agent

Education:

• Licensed in Property & Casualty – Agent & Broker – since 1983

• Notary – 1984

• CBIA designation – 2007

Professional Experience:

• Baker & Associates (Bookkeeper & Agent): (1983-2005)

• 2005 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Administrative Assistant & Accounting for the Fuquay-Varina branch

Personal & Commercial Lines: sales and service

Hobbies: I enjoy cooking, reading, volunteering, and growing roses.

Family: Susie is married with four children.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

David Nelson

Managing Broker, New Bern Office
Direct: (252) 631-5195

Education:

• UNC-Wilmington- Bachelors degree in Earth Sciences

• Licensed in Life, Health, Accident, Property and Casualty, Medicare Supplement and Long Term Care Insurance.

Professional Experience:

• MetLife (2002-2005)

• North Carolina Farm Bureau (2005-2016)

• 2016 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

I am an independent insurance agent with Capital Insurance and Financial in the New Bern and Coastal area. I focus on protecting clients’ standard of living with auto, home, business, life, and health insurance products.

Hobbies: I enjoy travel, fishing, hunting and home improvement projects.

Family: David is married with 4 children.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.
Robin Stoehr

Robin Stoehr

Internal Marketing Manager

Education:

• BA Psychology – University of West Georgia

• Licensed in Life, Health, Property and Casualty since 2012

• FIC Designation – 2013

Professional Experience:

• 7 years in Life, Health, Property and Casualty Sales and Commercial Account Management with Modern Woodmen, State Farm and Bagwell & Bagwell.

• 10+ years of Sales and Customer Relations Experience

Core Business:

Financial service support

Personal Lines: Life

Hobbies: I love spending time with my friends and boyfriend, traveling, the beach and the mountains, spending time outdoors, hiking and kayaking, listening to live music, photography, reading, frequenting art museums and University of Kentucky basketball.

Family: Robin lives in Apex and has two children, Garrett and Reagan, and two dogs, Zero and Cookie.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

 

 

December 12th, 2016 by Capital Insurance & Financial Services, Inc.