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.
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.

George Haas
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.

Financial Planning
Your Financial Planner is responsible for creating and monitoring your comprehensive financial plan (if applicable) and assisting with any other financial planning needs such as retirement planning, Social Security analysis, Roth conversions, distribution planning, etc.
Aubrey Socha
Aubrey Socha, CFP®, CDFA®
Senior Financial Planner

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.

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.