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 Cannon is a Managing Partner at Capital Advisors with over 27 years of financial industry experience. He oversees the Texas Region, focusing on strategic growth and development, and leads business development initiatives while providing expert wealth advisory services. Since joining Capital Advisors in 2012, Eric has leveraged his extensive experience in institutional capital markets to drive the region’s success.
Eric’s career began as a financial analyst in the investment banking division at UMB Bank, where he developed a deep understanding of fixed income markets. His roles in the equity capital markets include institutional equity sales trader, OTC market maker, and listed equities & options trader at firms such as Stifel, Jefferies, and George K. Baum. These positions have equipped him with a robust foundation in trading strategies and market mechanics.
At Capital Advisors, as part of the executive management team, Eric also contributes to shaping the firm’s strategic direction. He oversees several teams, promoting a collaborative environment focused on innovation and excellence in wealth management. His expertise in business development has been instrumental in expanding the firm’s client base and enhancing its service offerings.
Eric holds an undergraduate degree in business from the University of South Alabama, where he played NCAA Division I soccer. He earned an MBA with a concentration in Finance from the University of Tulsa.
Eric operates from Capital Advisors’ Dallas-Fort Worth office in Frisco, Texas. He resides in Frisco with his wife, their teenage triplets, and their family Boerboel, Norm. Outside of work, Eric enjoys seeking out new mountains to climb and is actively involved in local community initiatives.
Simon Beresford serves as a key leader in Capital Advisors’ North Texas region, where he focuses on business development, client service, and comprehensive financial planning. Since joining the firm in 2018, Simon has over 20 years of experience in the financial services industry, advising high-net-worth individuals and families through a wide range of market cycles. His strategic insights and client-centric approach have helped clients navigate complex investment and planning decisions.
Working out of the firm’s Frisco, TX office, Simon leads the North Texas team, fostering a collaborative culture that emphasizes innovation, excellence, and personalized wealth management. As a member of Capital Advisors’ executive management team, he also plays an integral role in shaping the firm’s long-term vision and strategic direction. His leadership in business development has been instrumental in expanding the firm’s footprint and deepening client relationships across the region.
Originally from Melbourne, Australia, Simon moved to the United States after high school to pursue a career in professional baseball. He played minor league baseball with the Milwaukee Brewers organization before graduating Summa Cum Laude from the University of Texas at Tyler.
Simon is a CERTIFIED FINANCIAL PLANNER™ professional, committed to delivering thoughtful, tailored financial guidance that empowers clients to achieve their goals. He lives in McKinney, TX with his wife and three sons, and enjoys spending time on the golf course whenever he can.
Harrison is based in our Frisco office, serving clients throughout the Dallas/Fort Worth area specializing in wealth management, client service, and business development. He began his career in the financial services industry in 2018 and holds a Bachelor of Science in Marketing from Texas Tech University. Harrison is also a Certified Exit Planning Advisor (CEPA®), bringing strategic insight to business owners navigating transition planning. Outside of work, Harrison is an avid golfer and enjoys spending time with his wife and two young children.
Kelcy is a Managing Partner and leads the Financial Planning group at Capital Advisors. She is located in the Tulsa headquarters. Kelcy has been with Capital Advisors since 2018 and manages a team of CFP® professionals, CPA, and estate planning attorneys. The planning team prides itself on a comprehensive approach to financial planning and navigating clients through life’s many phases. Kelcy works closely with our High Net Worth and Ultra High Net Worth Clients. She holds her CFP® designation and is a Certified Private Wealth Advisor®.
Kelcy holds an undergraduate degree from the University of Notre Dame and an MBA from the University of Tulsa. She was a member of the Irish varsity tennis team, achieving two-time All-America selection honors and earning induction into the Oklahoma Tennis Hall of Fame in 2014. Before joining Capital Advisors, Kelcy worked within the Private Wealth Group at BOK Financial and served as an Assistant Coach at both the University of Notre Dame and the University of Tulsa.
Currently, Kelcy is participating in the Schwab Executive Leadership Program. She is actively involved in the community, serving on the board of Street School and contributing her time and expertise to support its mission.
Hayden is located in the Tulsa office and focuses on financial planning at Capital Advisors as a CERTIFIED FINANCIAL PLANNER™. In 2020, Hayden earned her degree in finance from the University of Notre Dame, where she also competed on the varsity tennis team.
Jenny is located in the Tulsa headquarters and focuses on wealth management and financial planning services at Capital Advisors. She has over 8 years of experience in the wealth management industry where she held positions focusing on relationship management, client services, financial advising, and financial planning. She has dedicated her career to guiding clients through all phases of their financial lives. Jenny graduated from the University of Florida with a Bachelor of Science in Business Administration. She is a CERTIFIED FINANCIAL PLANNER™ and is a Certified Private Wealth Advisor® 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.