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.
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.
Eric is the Regional Director for Capital Advisors and is located in the Frisco office in the Dallas/Fort Worth area. He is also responsible for business development and wealth management for the North Texas Region. He joined Capital Advisors in 2012 after a 15-year career in institutional capital markets.
Eric began his career as a fixed income analyst in the Investment Banking Division of UMB Bank, but his most extensive experience has been in the equity markets. He has held positions as an institutional equity trader, OTC market maker and listed equities & options trader at Stifel, Jefferies and George K. Baum respectively.
Eric received his undergraduate degree in business from the University of South Alabama where he played NCAA Division I soccer. He also holds an MBA with a concentration in Finance from the University of Tulsa.
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.
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.
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.