Dan is located in the Austin office and serves clients in the Central Texas region. A seasoned professional with over 22 years of experience, he focuses on life-centric financial planning, wealth management and business development. He graduated from Missouri State University in 2001 with a degree in Finance and a minor in accounting. Dan is married with one son. His family loves to travel, walk their 2 dogs and are avid Chiefs fans.
Danny La is a key leader for Capital Advisors’ Central Texas region, where he oversees business development, client service, and comprehensive financial planning. Since joining the firm in 2019, Danny has played a pivotal role in expanding Capital Advisors’ footprint across Central Texas. He draws on nearly 20 years of experience in the financial services industry to help high-net-worth individuals and families navigate complex market cycles with confidence.
Based in the Austin office, Danny leads the Austin and San Antonio teams, fostering a collaborative culture built on innovation, excellence, and personalized wealth management. His leadership has been instrumental in strengthening client relationships and driving the firm’s growth across the region.
A CERTIFIED FINANCIAL PLANNER™ professional, Danny earned a BBA in Finance from the University of Texas at San Antonio and completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. He lives in Round Rock, TX with his wife and three sons, and enjoys spending time with his family and on the golf course whenever possible.
Tarlac focuses on financial planning, client service and business development. He joins the firm with over 20 years of experience in the financial services industry, most recently with JP Morgan Wealth Management. He graduated from Texas A&M in 1998 with a degree in Economics and International Studies and has lived in Austin ever since. He is a father of two, passionate fly-fisher, and enjoys watching his wife run marathons.
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.
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.
Nia is located in the Austin office and focuses on client service. She has been in the financial services industry for over 3 years and holds the FINRA series 6, 7 and 63 licenses. Nia earned her degree in Business Administration with emphasis in Finance and Banking from the University of Missouri.