Our Family

Our Family

The Advocates is the inspiration of the three partners. We and our entire team are on a mission to add a deeply personal dimension to this business. We want to truly champion your personal vision — and open up new possibilities for your life.


Paul Palmer, JR.

Paul grew up in Lake Charles, Louisiana. He earned his business degree from LSU in 1980 and moved to Dallas to work for Mobil. In the early 80s, he came to Houston, where he worked as a credit analyst for a small bank. In the mid 80s, he left banking to begin a career in financial planning. more >

Cole Campbell

Cole, the son of a minister, is a native Texan who’s lived all over the state, from Houston to Midland, Pampa to Waco. He went to college in Huntsville, and got his first taste of wealth management at Met Life. He defines his success by the number of families he helps, not the number of dollars he earns or manages. more >

Kurt Box

Kurt grew up in Bandera, Texas. He was brought up to respect all people, no matter their upbringing or their job. Kurt graduated cum laude from Texas A&M, then earned his masters in finance. He started on the path to being an investment banker. Then he met Paul Palmer at a professional function. more >


Team Members


Financial Planner / Trader

Adam’s passion for financial planning stems from the aftermath of a tragic circumstance that left him with a sum of money and no clear course of action. As he researched the possibilities for his newfound money, he inadvertently found a passion for financial planning and the peace of mind it gave him. In developing and implementing personal financial plans for his clients, he tries to impart the same peace of mind and guide his clients toward sound financial decision making.

Adam’s spare time is spent with his two great loves, his family and world travel. Adam seeks adventures and experiences abroad. His most recent trips include Norway, Russia and the UAE, all of which have helped inform his perspective.

Adam earned his B.S. in communication studies and his M.S. in personal financial planning from Texas Tech University. Adam is President of the board of directors for the Financial Planning Association’s Houston Chapter.


A Houston native, Anna graduated magna cum laude from Texas Tech in 2005 with a B.A. in Arts. Before joining The Advocates in 2011, she spent five years as service manager and assistant vice president for Wells Fargo in Katy.

Anna lives in Houston with her husband Dana, their children Dean, Daniel and Charli and three large dogs. She attends and is a kindergarten CCE teacher at St. John Vianney Catholic Church. She loves cooking, painting, traveling and spending time outdoors with her family.


As special projects consultant for The Advocates, Judy is dedicated to providing our team with superb support. She graduated cum laude from Jacksonville State with a B.S. in accounting. She spent nine years at Wells Fargo Financial as a branch manager. She joined The Advocates in 2006.

Judy lives in Katy with her husband, Frank and daughter Katherine. They have two adult children, Jillian and Jeffrey and two precious grandchildren, Penelope and Jaxon. She attends Katy’s First Baptist Church where she currently serves in women’s ministry, youth and missions.


Ligia was born and raised in Los Angeles. Her career in finance and wealth management started in 2004 with Wells Fargo, while she was a student at Cal State Northridge. Starting as a part-time teller, she rose through the ranks post-graduation to become branch manager and assistant vice president. Ligia and her family moved to Houston in 2008. Before joining The Advocates in 2014, she worked with a boutique financial advisory.

In her personal time, Ligia enjoys riding bikes and camping with her husband Abner and their two children, Abner, Jr. and Alexa.


Client Services Associate

A U.S. Army veteran of nine years, Steve has served in Europe, within the continental U.S., and in Somalia. While he has been a civilian for quite some time, the military has definitely left a permanent mark on his life, right down to the haircut! Before working for The Advocates, civilian life brought Steve to Wells Fargo where he would ultimately serve as a personal banker and a trainer for twelve years. Steve lives in Jersey Village with his wife Lacey, his sons John and Nicholas, and Bo-Bo the cat. Steve is a member of the Knights of Columbus and is a member of St. John Vianney Catholic Church.