A young woman with shoulder-length brown hair, smiling, wearing a light pink blazer over a black top, standing next to a large modern abstract painting on a light-colored wall.

JAYCEE SMALLEY, CFP®

Vice President

Jaycee joined New Capital as an intern in 2015 while pursuing her BBA in Accounting at the University of Houston. After graduating in 2016, she joined the firm full-time and has since grown alongside New Capital, building experience across client service, financial planning, investment management, and firm operations.

Jaycee earned the CERTIFIED FINANCIAL PLANNER™ certification in 2019 and currently serves as Vice President. She works closely with clients to understand their goals and develop comprehensive financial strategies that bring together the many aspects of their financial lives. In addition to financial planning, Jaycee is actively involved in portfolio management and trading, client relationships, technology, and the firm's day-to-day operations. She also helps lead and develop members of the New Capital team and plays an active role in the firm's continued growth.

Jaycee values the long-term relationships she has built with clients throughout her career and enjoys helping individuals and families navigate both important financial decisions and major life transitions.

Originally from McKinney, Texas, Jaycee moved to Houston in 2013 to attend the University of Houston. While there, she was an active member of Delta Zeta Sorority and served as the chapter's Treasurer.

Jaycee lives in Houston with her husband, Fernando, their son, Beck, and their dog, Cleo. Outside of the office, she enjoys traveling, spending time with family and friends, staying active, and exploring Houston's ever-changing restaurant scene.

Black and white photo of a smiling young woman in a dress holding a bouquet, standing next to a man in a suit, both smiling and looking at each other, in a gazebo with railings and decorative woodwork.
Group of ten people, including a bride in a white dress holding a bouquet, standing outdoors under a large tree, celebrating a wedding on a sunny day.
Red rock formation surrounded by green trees under a partly cloudy sky
A man in a blue suit and a woman in a brown dress posing together outdoors in front of a large, white house with a porch and balcony, under a partly cloudy sky.
A happy tan dog sitting on a paved porch with orange and white flowers, and small pumpkins around it.
A French Bulldog sitting on a stone patio next to an orange pumpkin and a pot of orange chrysanthemums, outside a house.
A smiling young woman with long brown hair and a young man wearing a light blue baseball cap, standing close together in front of green leafy bushes.
Four people smiling and hugging a Santa Claus figure holding a green gift box in front of a decorated Christmas tree and a wall with a 'Seasons Greetings' sign.
Three women posing together on a tropical pathway with lush vegetation and a thatched roof hut in the background.
Two dogs, a smiling tan dog with a white chest and a French Bulldog, in a grassy backyard with a wooden fence and a tree in the background.
Snow-covered mountains and forested hills under a clear blue sky.
A young man and woman standing together on a seaside walkway with a lighthouse and houses in the background under cloudy sky.
Sailboats docked at a marina with colorful flowers in the foreground and a partly cloudy sky overhead.
Silhouette of a couple holding hands and touching foreheads near the water's edge during sunset.
A smiling man and woman taking a selfie outdoors with a mountain and buildings in the background.
Person in a red jacket ski skating on snow-covered ground in a dense pine forest.
Four friends standing on a grassy area by the water, with trees and a boat in the background.
Three smiling women outdoors on a sunny day, close together for a selfie, with trees and parked cars in the background.
A smiling young woman with brown hair, wearing a cream sweater and mustard skirt, sitting next to a young man with dark hair, wearing a Halloween-themed hoodie, on their front porch. They are holding two dogs, a tan one sitting on the woman's side an
Two women taking a selfie outdoors with a canyon in the background.
A smiling man and woman stand together outdoors on a balcony with a scenic landscape of trees and a sunset sky in the background.
Two dogs playing outdoors; one is holding a stick in its mouth, and the other is pulling on the stick.
A woman sitting on large rocks near a forest, holding a coffee cup and looking at the scenic view under a clear blue sky.
A winding mountain road at sunset, lined with trees and rocky cliffs, overlooking a distant body of water and a partly cloudy sky.
A middle-aged man with a beard and bald head wearing a white collared shirt and dark blazer, standing indoors with a yellow and black background.
A woman with blonde hair, wearing a dark blazer and large hoop earrings, smiling in front of a blurred outdoor background.

Catherine Bahr, ECBA™

Leonard M. Golub, CFA

A woman with shoulder-length wavy brown hair, wearing a dark blazer and a blue blouse, smiling at the camera indoors.

Casey Moss, CAP, PACE

A woman with shoulder-length brown hair and hoop earrings, smiling, wearing a black blazer and a cream-colored bow tie blouse, standing in front of a painted leaf background.

Deysi Davila

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