Wealth Advisory
Your advisors are your main point of contact at Capital Advisors. They focus on wealth and investment management and strive to provide you with a great client experience.

Andy joined Capital Advisors in 2001, joined the Board of Directors since 2006, and has served as President since 2012.  His responsibilities include overseeing 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 25 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 Travis
Jeremy Travis
Senior Vice President, Wealth Advisor

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.

Financial Planning
Your Financial Planner is responsible for creating and monitoring your comprehensive financial plan (if applicable) and assisting with any other financial planning needs such as retirement planning, Social Security analysis, Roth conversions, distribution planning, etc.
Kelcy Flores
Kelcy Flores, CFP®, CPWA®
Director Of Financial Planning

Kelcy is located in the Tulsa headquarters and leads the financial planning services group at Capital Advisors. She earned her undergraduate degree from the University of Notre Dame and her MBA from the University of Tulsa. Kelcy competed on the Irish varsity tennis team, finishing her career as a two-time All-America selection, and was inducted into the Oklahoma Tennis Hall of Fame in 2014. She is a CFP® professional and is a Certified Private Wealth Advisor®. In the community, Kelcy dedicates her time and talent to Street School and Living Arts as a board member. At home, Kelcy and her husband are raising two young daughters.

Client Service
Your Client Service contact is responsible for administration needs. These needs may include duplicate statements, login assistance, money movement, deposits, withdrawals, opening new accounts, tax documents, etc.
Linda Younger
Linda Younger
Client Service Specialist

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.