Steve joined Capital Advisors in 2017 and brings over 30 years of investment management experience, including senior roles at Credit Suisse Global Private Banking & Asset Management, Calvert Investment Management, and Ameriprise. He began his career on Wall Street, contributing to a top-ranked strategy team before becoming a lead sell-side analyst at Oppenheimer. At Credit Suisse, Steve led U.S. Technology sector investments and co-directed Americas equities research, shaping insights that influenced billions in client capital. At Calvert, he directed the firm’s fundamental equity process and advanced the integration of material ESG information into company valuations. At Ameriprise, as Director of Equity Research, he launched asset-allocated models that attracted over $1 billion in AUM within their first year. Steve holds a B.A. in Economics and Political Science from Colgate University and an MBA from the Darden School of Business at the University of Virginia. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder pursuing a PhD in business strategy and innovation. Alongside his professional career, he teaches graduate finance and business strategy as an adjunct, bridging cutting-edge theory and practice. Beyond his professional and academic work, Steve serves on the Board of Directors of Catholic Charities of Eastern Oklahoma and on the investment committees of Catholic Charities, the Diocese of Tulsa and Eastern Oklahoma, and the Parish of Christ the King.

Mitch joined the firm in 2016 and has over 20 years of investment management industry experience. Prior to joining Capital Advisors, Mitch served as the Director of Fixed Income for a $5+ billion multi-family office in Dallas, TX, where he managed high net worth individuals’ bond portfolios along with implementing the firm’s strategic fixed income product offerings. Mitch spent the first ten years of his career at Sterling Capital Management in Charlotte, NC, the $50+ billion investment management division of BB&T Corp, as a fixed income portfolio manager overseeing institutional clients’ taxable and municipal bond portfolios.

Mitch earned a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and holds the Chartered Financial Analyst (CFA) designation. Mitch is married and has two sons and a daughter.

Sean focuses on estate planning within our financial planning team. He is a Tulsa native who attended the University of Tulsa where he earned a Bachelor of Science in Business Administration, a Master’s in Business Administration, a Master’s in Taxation and a Juris Doctor. After graduating from law school in 2006, Sean practiced law in the areas of tax and business planning in Fort Worth, Texas. Sean joined Johnson & Jones in February 2015. He has been a licensed attorney in the State of Oklahoma since September of 2011 and in the State of Texas since May of 2007.

His areas of emphasis focus on estate planning, tax and business planning for closely-held businesses and individuals, choice of business entity, entity formation and dissolution, multi-entity planning, management and ownership structures, business transactions, and the federal and state tax consequences related to such items. Sean has also served as an Adjunct Professor at the University of Tulsa teaching the “Elder Law and Estate Planning” class and also teaching in the Collins School of Business.

Courtney is based in the Tulsa headquarters and is a member of the financial planning group at Capital Advisors. Her background broadens the depth of advisory resources made available through of our Financial Planning team.

Prior to joining the firm in 2024, Courtney served as a Tax Manager at a local public accounting firm, where she supervised tax planning and the preparation of returns for over 200 clients. Although she possesses expertise in both individual and business tax, her specialization lies in individual and fiduciary taxes.

Courtney, a Certified Public Accountant, has over a decade of experience in public accounting. She holds a Bachelor's degree in Business Administration from Northeastern State University. Additionally, she is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants, and serves on the board of the Tulsa Estate Planning Forum.

In addition to her professional responsibilities, Courtney is actively involved in her daughter's school where she serves on several committees and enjoys volunteering. In her leisure time, she enjoys traveling with her family, with Disney World being a favorite destination.

Kelcy is a Managing Partner and leads the Financial Planning group at Capital Advisors. She is located in the Tulsa headquarters. Kelcy has been with Capital Advisors since 2018 and manages a team of CFP® professionals, CPA, and estate planning attorneys. The planning team prides itself on a comprehensive approach to financial planning and navigating clients through life’s many phases. Kelcy works closely with our High Net Worth and Ultra High Net Worth Clients. She holds her CFP® designation and is a Certified Private Wealth Advisor®. Kelcy holds an undergraduate degree from the University of Notre Dame and an MBA from the University of Tulsa. She was a member of the Irish varsity tennis team, achieving two-time All-America selection honors and earning induction into the Oklahoma Tennis Hall of Fame in 2014. Before joining Capital Advisors, Kelcy worked within the Private Wealth Group at BOK Financial and served as an Assistant Coach at both the University of Notre Dame and the University of Tulsa. Currently, Kelcy is participating in the Schwab Executive Leadership Program. She is actively involved in the community, serving on the board of Street School and contributing her time and expertise to support its mission.

Scott is located in the Dallas / Fort Worth area and focuses on portfolio management, relationship management, and business development. Scott joined the firm in 2017 from PriceWaterhouseCoopers, where he worked as a management consultant covering the asset and wealth management industries, in addition to other sectors within Financial Services. Prior to PwC, he worked in various roles in Merrill Lynch’s Wealth Management group, including portfolio strategy, finance, and performance management, among others. Scott also spent time as a client associate at UBS Wealth Management.

Scott holds an MBA from Georgetown University, and completed his undergraduate studies at the University of Pittsburgh, where he earned a Bachelor of Science in Business Administration. He is also a CFA Charterholder, and was awarded the charter in 2008.

Keith joined Capital Advisors in 1991. His responsibilities have included Portfolio Research, Allocation, Trading, Management and Client Service. Keith served as president from 2003 to 2012, and he has been Chief Executive Officer since 2007. Keith holds a B.A. from the University of Colorado, Boulder, and he became a CFA charter holder in 1995. Keith is active in the Tulsa community. Among other organizations, he has served as the board president and chair of the investment committee at Holland Hall School, as trustee and chair of the investment committee at the University of Tulsa, and as board president for Tulsa Zoo Friends.

Jon Althage serves as Managing Partner at Capital Advisors where he leads with a focus on long-term client relationships, strategic investment planning, and operational excellence. Since joining the firm in 2010, Jon has played a pivotal role in shaping the firm’s client experience and business development strategy.

With over 20 years of experience in the wealth management industry, Jon brings a deep understanding of portfolio construction, risk management, and financial planning. He works closely with individuals, families, and institutions to align their financial goals with tailored investment strategies  Jon is also a key contributor to the firm’s strategic initiatives, including the development of new service offerings and digital platforms. As a member of the leadership team, he strives to ensure Capital Advisors remains at the forefront of fiduciary excellence and client advocacy.

Jon holds degrees in Personal Financial Planning and Economics from the University of Missouri.  Jon also completed the Charles Schwab Executive Leadership Program in 2019.  His diverse background across advisory, portfolio management, and business development gives him a well-rounded perspective on client needs and market dynamics.

McKenzie is located in the Tulsa headquarters and works within the financial planning group at Capital Advisors. McKenzie joined the firm in 2022 from Cavanal Hill Investment Management, where she acted as senior subject matter on performance measurement projects and supported the process for complying the Global Investment Performance Standards.

McKenzie earned her undergraduate degree in Accounting from Wichita State University where she played NCAA Division I softball. McKenzie was later inducted into the Broken Arrow High School Athletic Hall of Fame for softball and track in 2020. She holds the Certificate in Investment Performance Measurement (CIPM®) issued by the CFA Institute and is a member of the CFA Society of Oklahoma.

Ryan is located in the Tulsa office and is part of the financial planning team.  He specializes in retirement planning, investment strategies, tax planning, and estate planning.  Ryan has over 10 years of experience in financial planning and working with high-net-worth individuals.  He has degrees in Financial Planning and Public Accounting from Northeastern State University.  Ryan also holds the CERTIFIED FINANCIAL PLANNER™ designation.

Simon Beresford serves as a key leader in Capital Advisors’ North Texas region, where he focuses on business development, client service, and comprehensive financial planning. Since joining the firm in 2018, Simon has over 20 years of experience in the financial services industry, advising high-net-worth individuals and families through a wide range of market cycles. His strategic insights and client-centric approach have helped clients navigate complex investment and planning decisions.

Working out of the firm’s Frisco, TX office, Simon leads the North Texas team, fostering a collaborative culture that emphasizes innovation, excellence, and personalized wealth management. As a member of Capital Advisors’ executive management team, he also plays an integral role in shaping the firm’s long-term vision and strategic direction. His leadership in business development has been instrumental in expanding the firm’s footprint and deepening client relationships across the region.

Originally from Melbourne, Australia, Simon moved to the United States after high school to pursue a career in professional baseball. He played minor league baseball with the Milwaukee Brewers organization before graduating Summa Cum Laude from the University of Texas at Tyler.

Simon is a CERTIFIED FINANCIAL PLANNER™ professional, committed to delivering thoughtful, tailored financial guidance that empowers clients to achieve their goals. He lives in McKinney, TX with his wife and three sons, and enjoys spending time on the golf course whenever he can.