Wealth Advisory
Your advisors are your main point of contact at Capital Advisors. They focus on wealth and investment management and strive to provide you with a great client experience.
Aaron Day
Vice President, Wealth Advisor

Aaron focuses on financial planning, business development and client service for the North Texas region.  He has over 15 years of experience in the financial services industry, focusing on financial planning and investment management for high-net worth clients.  He joined Capital Advisors after being an advisor at TD Ameritrade and the Wealth Management group at TIAA.  Aaron is a Dallas native and graduated from the University of Texas in Austin.

Simon Beresford, CFP®
Senior Vice President, Wealth Advisor

Simon focuses on business development, client service and financial planning for the North Texas region. He joined Capital Advisors in 2018 and has over 15 years experience in the financial services industry advising high net worth clients on investing and planning strategies through different market environments. Prior to joining the financial services industry, he came to the U.S. after graduating high school in his native home town of Melbourne, Australia to purse a career in professional baseball. Simon played minor league baseball with the Milwaukee Brewers baseball organization and then graduated from the University of Texas (Tyler) Summa Cum Laude. He is a CFP® professional.

Taylor is a wealth advisor for Capital Advisors and is located in the Frisco office in the Dallas/Fort Worth area. She focuses on business development and wealth management for the North Texas Region. She joined Capital Advisors in 2022.

Prior to joining Capital, Taylor worked as a client advisor for Bessemer Trust. She also has experience as a corporate accountant.

Taylor received her undergraduate degree in finance and accounting with honors at the University of Alabama. She also holds a Master of Science in business management from Southern Methodist University. She was raised in both Weston, MA and Southport, NC, but currently resides in Dallas, TX.

Financial Planning
Your Financial Planner is responsible for creating and monitoring your comprehensive financial plan (if applicable) and assisting with any other financial planning needs such as retirement planning, Social Security analysis, Roth conversions, distribution planning, etc.
Aubrey Wood, CFP®
Financial Planner

Aubrey is located in the Dallas/Fort Worth office and focuses on Financial Planning services at Capital Advisors. She has been in the financial services industry since 2012. She joined the firm with over 7 years of experience at Fidelity Investments where she held positions focusing on relationship management and financial planning for high net worth individuals. Aubrey has an undergraduate degree from Colorado State University and is a CFP® Professional.

Client Service
Your Client Service contact is responsible for administration needs. These needs may include duplicate statements, login assistance, money movement, deposits, withdrawals, opening new accounts, tax documents, etc.
Jennah Clark
Client Service Specialist

Jennah is located in the Tulsa office and focuses on client service.  She has been in the financial services industry for over 6 years.  Jennah holds the FINRA series 7 and 66 licenses.