Danny is located in the Austin office and focuses on financial planning, business development and client service for the Central Texas region. He joined Capital Advisors with over a decade of experience in the financial services industry, concentrating on financial planning and wealth management. Danny holds a BBA in Finance from The University of Texas at San Antonio and is a CERTIFIED FINANCIAL PLANNER™.
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.
Taylor works out of the San Antonio office, focusing on financial planning and business development within the greater San Antonio area. With a background of over ten years in the financial services sector, specializing in financial planning and wealth management, Taylor brings a wealth of experience to Capital Advisors. Additionally, Taylor holds the designation of CERTIFIED FINANCIAL PLANNER™ .
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 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.
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.