George is a Senior Vice President and Wealth Advisor for Capital Advisors and is located in our Houston Office. He’s responsible for business development and wealth management in the South Texas Region. He joined Capital Advisors in 2019 with 22 years of experience in wealth management, working with high-net-worth individuals and institutions.
George received a BS from The University of Arizona and an MBA from The University of Phoenix. He is a Certified Financial Planner™ and holds the Certified Investment Management Analyst® designation that is administered by the Investment Management Consultants Association SM and taught in conjunction with The Wharton School at University of Pennsylvania.
George is married with three daughters. In his spare time, he enjoys spending time with family and friends and visiting both in Arizona and Pennsylvania.
Patrick is located in the Houston office and focuses on wealth management, business development and client service for the South Texas region. He joined Capital Advisors with over 20 years of experience in financial planning and wealth management. Patrick holds a BA from The University of Texas at Austin.
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.
Jessica is located in the Tulsa office and focuses on client service. She has over 17 years of experience in the financial services industry.