Sugar Land, TX Sugar Creek Center Blvd Office

Melissa Hoffman is a financial advisor at Capital Analysts with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and Dearborn & Creggs. Outside of her advisory role, she coaches for a nonprofit swim club, serves on the board of directors for the Fort Bend Chamber of Commerce, and volunteers as a committee member and captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, utilizing an in-house investment management team and proprietary screening tools.

Jana Albus is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through in-house investment models and access to third-party managers.

Mark Countryman is a CFP® professional with 27 years of industry experience, currently serving at Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management via various programs and custom portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes and offers options such as automated rebalancing and tax-aware strategies.

Adrian Gonzalez is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment. His background includes roles in nonprofit organizations such as Operation HOPE and the Christian Community Service Center. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm’s investment approach is supported by an in-house Investment Management & Research team and includes custom portfolios, third-party manager access, and specialized services like tax-aware strategies and automated rebalancing.

Caitlin Little is a financial advisor at Capital Analysts in Sugar Land, TX, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior roles include positions at Dearborn & Creggs and CBS News. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that drives investment decisions using proprietary tools.

Stewart Jacobson is a CFP® with 41 years of industry experience, currently serving with Capital Analysts in Sugar Land, TX. He has held roles at First Colony Municipal Utility District since 2007 and Lincoln Investment Planning, Inc. since 2005. Outside of his advisory work, Jacobson is president and CEO of Dearborn & Creggs Insurance Agency and serves on the Sugar Land City Council as well as the board of the ARC of Fort Bend County. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through multiple platforms and model portfolios. The firm’s investment approach includes proprietary mutual fund screening and a fiduciary framework with options for automated rebalancing and tax-aware management.

Jesse Carrillo is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He previously worked at Lincoln Investment and Dearborn & Creggs. Outside of advising, Carrillo is co-founder and consultant for Rooted Life, an education consulting firm where he speaks and facilitates on topics related to teaching, counseling, leadership, and work/life balance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team using proprietary screening tools, and maintains affiliations with Lincoln Investment and Pershing/BNY.

Jeffery Farris is a CFP® with 29 years of industry experience, currently advising clients at Capital Analysts in Sugar Land, TX. He has worked with Lincoln Investment Planning, Inc. for 21 years and Peb Financial Group, Inc. for 30 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm utilizes discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers a range of advisory services including custom portfolios and third-party manager access.