About Capital Management

We have the heart of a teacher in our firm. This may be your first time retiring or dealing with the loss of a loved one, but we've done it thousands of times with our clients and can confidently educate you on your options and pitfalls to avoid.

Paul A. Coles II

Partner, RFC®, MDRT

Paul graduated from Brigham Young University - Idaho and the University of Utah’s David Eccles School of Business in Administration with an emphasis in Finance and Accounting.

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Paul A. Coles II

Paul A. Coles II

Partner, RFC®, MDRT

Robert J. Beck

Partner, CPA

Rob graduated top of his class with his Masters in Accounting. After working at a regional firm focusing on individuals and small business he joined KPMG, an international firm, which focuses on high net worth clients and large businesses.

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Robert J. Beck

Robert J. Beck

Partner, CPA

Kent M. Brown

Attorney at Law

Kent focuses on estate planning, taxation and elder law. He assists clients in qualifying for Medicaid and Veteran’s benefits. He has helped numerous individuals protect assets from costs associated with their long-term care, while ensuring their final wishes are protected.

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Kent M. Brown

Kent M. Brown

Attorney at Law

Matt S. Weise

JD, LLM

Matt focuses on estate planning, trust and estate administration, and business law. He has extensive experience in wealth transfer strategies for families. He also works with business owners to ensure successful succession strategies that make sense.

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Matt S. Weise

Matt S. Weise

JD, LLM

Mason M. Page

Director Of Operations, Associate Advisor

Mason graduated from Weber State University with a Bachelor's Degree in Accounting. He began working at Capital Management in 2014 in operations. Mason’s attention to detail, ability to understand complex financial strategies, and natural skill to work with clients led him to become a fully licensed and credentialed investment advisor. While Mason still runs the operations team he now works directly with clients in education, client services and plan reviews.

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Mason M. Page

Mason M. Page

Director Of Operations, Associate Advisor

Ben Coles

Director of Development, Associate Advisor

Ben graduated from BYU-Idaho with a degree in Business Management with an emphasis in Marketing and Entrepreneurship. He began his career with some of Silicon Slopes best organizations, such as Qualtrics, Domo, and Venafi working with and building several Business Development teams. He is an associate advisor within our firm and a financial professional with his life and annuity license. He lives in Bountiful with his wife and son.

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Ben Coles

Ben Coles

Director of Development, Associate Advisor

Cydni Comer

Director of Client Relations

Cydni came to Capital Management having worked in the Legal Department for four years at Vivint Smart Home where she oversaw customer retention and solved escalated customer issues. She then transitioned to the University of Utah Hospitals and Clinics working as the Patient Care Coordinator and ensuring continuity of care and comfort were met with the highest standards. She loves helping clients in face to face interactions on a daily basis. Cydni lives in North Salt Lake, UT with her husband (former BYU football player) Cameron. They love to be outdoors and traveling to new places

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Cydni Comer

Cydni Comer

Director of Client Relations

Emily Day

Operations Specialist

Emily is attending the University of Utah pursuing a double major in Business Finance and Political Science. She has a love of learning and completed many honors and AP classes. She also has performed in orchestras, choirs, and competes in track and field. Emily strives to make her community a better place by staying engaged civically, in volunteerism, and serving in her church.

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Emily Day

Emily Day

Operations Specialist

Meghan Williams

Operations Specialist

Meghan is attending the University of Utah pursuing a double major in Business-Quantitative Analysis of Markets and Organizations (QAMO) and Mathematics. She has a love of learning, especially when it comes to math and finance. She graduated Valedictorian from Woods Cross High School. She played competitive volleyball for 6 years (team captain several times), and Academic All-State Volleyball team member. She loves traveling, baking, and gardening. She enjoys working with others and creating solutions to complex problems.

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Meghan Williams

Meghan Williams

Operations Specialist