Sugar Land, TX Sugar Creek Center Blvd Office

Melissa Hoffman is a financial advisor with Capital Analysts in Sugar Land, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and served the City of Sugar Land for 14 years prior. Hoffman is involved in her community as a swim coach for Fort Bend Master Swimming, a board member of the Fort Bend Chamber of Commerce, and a volunteer committee captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, and businesses, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management with proprietary research and maintains notable institutional relationships through its integration with Lincoln Investment.

Jana Albus is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house investment research team using a proprietary screening process.

Mark Countryman is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. He is based in Sugarland, TX and holds Series 63 and Series 65 licenses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Adrian Gonzalez is a financial advisor with Capital Analysts in Sugar Land, TX, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Lincoln Investment and Operation HOPE, as well as community service positions with AltruVista and the Christian Community Service Center. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Caitlin Little is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Dearborn & Creggs and spent five years at CBS News. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment management, supported by an in-house research team and proprietary mutual-fund screening.

Stewart Jacobson is a CFP®-designated financial advisor with Capital Analysts, based in Sugar Land, TX, with 41 years of industry experience. He has held positions at First Colony Municipal Utility District since 2007, Lincoln Investment Planning, Inc. since 2005, and PMP Research since 1999. Outside of his advisory work, Jacobson serves on the City Council of Sugar Land and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. He is also president and CEO of Dearborn & Creggs Insurance Agency, Inc. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm delivers investment services through a combination of discretionary and non-discretionary management, supported by an in-house investment team and a proprietary mutual fund screening process.

Jesse Carrillo is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Lincoln Investment since 2016 and Dearborn & Creggs since 2015. Outside of advising, Carrillo is co-founder and consultant for Rooted Life, an education consulting venture where he engages as a speaker and facilitator on topics related to education, leadership, and work/life balance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches supported by an in-house investment management team and third-party managers.

Jeffery Farris is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is affiliated with Capital Analysts and has a long tenure at Lincoln Investment Planning, Inc., working there for 21 years, alongside over 30 years at Peb Financial Group, Inc. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.