Wealth Advisory
Your advisors are your main point of contact at Capital Advisors. They focus on wealth and investment management and strive to provide you with a great client experience.
George Haas, CFP®, CIMA®, ChFC®
Senior Vice President, Wealth Advisor

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 Burdick
Patrick Burdick
Senior Vice President, Wealth Advisor

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.

Client Service
Your Client Service contact is responsible for administration needs. These needs may include duplicate statements, login assistance, money movement, deposits, withdrawals, opening new accounts, tax documents, etc.
Jessica Pugh
Client Service Specialist

Jessica is located in the Tulsa office and focuses on client service. She has over 17 years of experience in the financial services industry.