Dan is located in the Austin office and serves clients in the Central Texas region. A seasoned professional with over 22 years of experience, he focuses on life-centric financial planning, wealth management and business development. He graduated from Missouri State University in 2001 with a degree in Finance and a minor in accounting. Dan is married with one son. His family loves to travel, walk their 2 dogs and are avid Chiefs fans.
Danny is located in the Austin office and focuses on financial planning, business development and client service for the Central Texas region. He joined Capital Advisors with over a decade of experience in the financial services industry, concentrating on financial planning and wealth management. Danny holds a BBA in Finance from The University of Texas at San Antonio and is a CERTIFIED FINANCIAL PLANNER™.
Tarlac focuses on financial planning, client service and business development. He joins the firm with over 20 years of experience in the financial services industry, most recently with JP Morgan Wealth Management. He graduated from Texas A&M in 1998 with a degree in Economics and International Studies and has lived in Austin ever since. He is a father of two, passionate fly-fisher, and enjoys watching his wife run marathons.
Aubrey is located in the Frisco office in the Dallas/Fort Worth area and focuses on Financial Planning services for the Texas Region. She joined the firm in 2019 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 earned her B.S. from Colorado State University, where she actively participated in the University Youth Mentoring Program and received the Segal AmeriCorps Education Award. She is a Certified Financial Planner® professional and a Certified Divorce Financial Analyst® professional.
Nia is located in the Austin office and focuses on client service. She has been in the financial services industry for over 3 years earned her degree in Business Administration with emphasis in Finance and Banking from the University of Missouri.