Simon Beresford, CFP®
Vice President, Portfolio Manager
North Texas Region
Toll Free: 866-230-5879
Simon focuses on financial planning, business development and client service for the North Texas region. He joined Capital Advisors with over a decade of experience in financial services and working with high net worth clients. Simon also played minor league baseball for the Milwaukee Brewers baseball organization. A native of Melbourne, Australia, Simon graduated Summa Cum Laude from the University of Texas (Tyler) and is a CFP® professional.