Pacific Southwest Financial - "A Capitas Financial Partner" Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. 

Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals.  

Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team.  The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. 

Website: www.capitasfinancial.com   
Locations: www.capitasfinancial.com/locations
Career Opportunities: www.capitasfinancial.com/careers
Contact Us: www.capitasfinancial.com/contact-us

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.

Find Pacific Southwest Financial - "A Capitas Financial Partner" employees' phone numbers or email addresses

Pacific Southwest Financial - "A Capitas Financial Partner" Global Highlights

North America
256

United States Of America
256

Europe
5

United Kingdom Of Great Britain And Northern Ireland
5

Pacific Southwest Financial - "A Capitas Financial Partner"'s Leadership

B. M.
Chief Executive Officer
Mobile Phone
Email
R. W.
Cfo
Mobile Phone
Email
B. D.
Vice President Of Sales - Annuities
Mobile Phone
Email
A. N.
Vice President Of Operations
Mobile Phone
Email
M. L.
Vice President Executive Benefits
Mobile Phone
Email
D. V.
Vice President And Sales Manager
Mobile Phone
Email
J. S.
Vice President National Accounts
Mobile Phone
Email
R. P.
Vice President Sales
Mobile Phone
Email

Pacific Southwest Financial - "A Capitas Financial Partner" Employee Metrics

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2026

2025

Banking
Finance
Sales
Business Development
Business
Other

Contact profiles from Pacific Southwest Financial - "A Capitas Financial Partner"

Name

Title

Contact Info

Location

Last Update

R. L.
President General Agent
Mobile Phone
Email
Oct 23, 2024
R. L.
President
Mobile Phone
Email
UNITED STATES
Nov 26, 2024
R. W.
Cfo
Mobile Phone
Email
UNITED STATES
Nov 05, 2025
S. M.
Partner
Mobile Phone
Email
United States
Oct 17, 2024
S. V.
Owner
Mobile Phone
Email
Oct 16, 2024
A. P.
Sales Vice President / Wealth Planning Consultant
Mobile Phone
Email
United StatesFlorida
Oct 07, 2025
A. J.
Sales Vice President
Mobile Phone
Email
United StatesMassachusetts
Mar 04, 2026
B. D.
Vice President Of Sales - Annuities
Mobile Phone
Email
United StatesMinnesota
Mar 04, 2026
B. T.
Sales Vice President
Mobile Phone
Email
United StatesMichigan
Oct 20, 2025
D. P.
Sales Vice President
Mobile Phone
Email
United StatesGeorgia
Mar 18, 2024

Frequently Asked Questions

What is Pacific Southwest Financial - "A Capitas Financial Partner" known for?

Pacific Southwest Financial - "A Capitas Financial Partner" was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 200 Coon Rapids Boulevard Northwest Minneapolis, Minnesota 55433 United States; you can contact the main corporate office by phone at

+1-952-544-****

. Explore Pacific Southwest Financial - "A Capitas Financial Partner"'s company overview page for more information.

What is Pacific Southwest Financial - "A Capitas Financial Partner"'s most common email format?

Pacific Southwest Financial - "A Capitas Financial Partner" employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pacific Southwest Financial - "A Capitas Financial Partner" email formats with LeadIQ.

How many employees does Pacific Southwest Financial - "A Capitas Financial Partner" have currently?

Pacific Southwest Financial - "A Capitas Financial Partner" has approximately 187 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Pacific Southwest Financial - "A Capitas Financial Partner"'s key employees and leadership?

As of March 2026, Pacific Southwest Financial - "A Capitas Financial Partner"'s key employees include:

Chief Executive Officer: B. M.
Cfo: R. W.
Vice President Of Sales - Annuities: B. D.
Vice President Of Operations: A. N.
Vice President Executive Benefits: M. L.

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