THE TEAM

You work with us.Not an associate.

We keep the team small deliberately. Every client works directly with the people they met — no handoffs, no junior associates managing the relationship after the first call.

Cory Procter

Cory Procter

Founder & CEO

Six seasons in the NFL. Twenty-plus years protecting entrepreneurs, business owners, and families through coordinated wealth strategy. Author of Built Not Broke and creator of the VAULT Method™. Cory founded Pro Capital because successful families deserve more than isolated advice — they deserve a team committed to protecting everything they've built.

Makenzie Kahan

Makenzie Kahan

Director of Business Operations

A former Division I athlete with a passion for operational excellence. Makenzie oversees the day-to-day operations of Pro Capital, ensuring every client experience is organized, responsive, and delivered with exceptional attention to detail. She keeps the team aligned so clients receive seamless support at every stage.

Meredith Smith

Meredith Smith

Administrative Assistant

A licensed insurance professional and SFA graduate dedicated to providing outstanding client support. Meredith keeps operations running smoothly while guiding clients through administrative and insurance-related processes with clarity, care, and efficiency.

Natalie Smith

Natalie Smith

Insurance Advisor

With a background in medical sales, real estate, and fitness, Natalie brings a well-rounded perspective to protecting families and businesses. She is passionate about helping clients identify the right insurance strategies to complement their overall wealth plan.

Shaylor Smith

Shaylor Smith

Financial Advisor

Former professional baseball umpire and Youth Pastor, Shaylor brings decades of leadership, trust, and relationship-building experience to every client interaction. He works closely with families and business owners to deliver thoughtful financial guidance rooted in integrity.

See if we're the right fit for you.

We only work with clients where we are confident we can make a real difference. A Discovery Call is how we find out — on both sides.

SCHEDULE DISCOVERY CALL
Pro Capital Wealth Management

Coordinated wealth strategy for entrepreneurs, founders, and affluent families — built around protection, stewardship, and legacy.

OFFICE

  • 578 N. Kimball Ave, Suite 120, Southlake, TX 76092
  • (817) 912-1223
  • admin@procapitaltx.com

Pro Capital Wealth Management is a Registered Investment Adviser headquartered in Southlake, Texas. This website is for informational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including potential loss of principal.

© 2026 Pro Capital Wealth Management