Brad is a Regional Director and Wealth Advisor for Capital Advisors and is located in Tulsa. He focuses on wealth management, business development and client service. He joined Capital Advisors in 2014 and has over 30 years of experience in the financial services industry.
Brad’s previous experience comes from being a Financial Consultant for Charles Schwab, a commodities Risk Analyst at Williams EM&T and as a Portfolio Manager for the Private Bank at Bank of Oklahoma, where he focused on working with high-net-worth individuals and institutions.
Brad earned his BSBA from the University of Tulsa where he played NCAA Division I soccer.
Conner is located in the Tulsa office and focuses on client service and wealth management. He graduated from the University of Oklahoma with degrees in Finance & Accounting.
Kate is located in the Tulsa headquarters and works within the financial planning group at Capital Advisors. She earned her undergraduate degree in Accounting and Finance from the University of Oklahoma and her MBA in Finance and Investments from the University of Notre Dame. Kate joined the firm in 2024 after working for Goldman Sachs in their Asset Management Division’s Private Equity Group. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
Brandy is located in the Tulsa office and focuses on client service. She joined the firm in 2021 with over 17 years of experience in customer service and business management.