People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Patricia A. Evans

Office Administrator

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Patricia joined The Colony Group in 2015 with CapGroup Advisors, bringing more than 15 years of business administration experience to the firm. She is responsible for supporting the team with quarterly reporting preparation, requests for proposals, and maintaining client files and records.

In her free time, Patricia is actively involved in Mirror Mode, Inc., a nonprofit mentoring organization dedicated to helping young girls develop the skills and poise needed to mature into the most valuable young ladies they can be.