Andy joined Capital Advisors in 2001 and has been on the Board of Directors since 2006. He has served as President since 2012. Andy oversees the Wealth Management, Client Service, and Financial Planning teams in addition to long-term strategic planning for the firm. He graduated from the University of Tulsa and brings over 30 years of experience to the firm. Andy is active in the Tulsa community, a long-time supporter of Catholic Charities and the Alzheimer’s Association, and an advocate for financial literacy.
Jeremy is located in our Tulsa office and focuses on wealth management, client service and business development. He joined Capital Advisors with over 20 year of experience as a manager within the healthcare industry. Jeremy graduated from Northeastern State University with a degree in Business Administration.
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.
Linda is located in the Tulsa office and focuses on client service. She has been in the financial services industry for over 24 years and holds the FINRA series 7, 63 and 65 licenses. Linda earned her degree in Business Administration from Northeastern State University.