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.
Jason Percy, AAMS®
Vice President, Wealth Advisor

Jason is located in the Tulsa office and focuses on wealth management and business development at Capital Advisors. He joined the firm in 2020 and has over 12 years of experience in the wealth management industry. Jason earned an undergraduate degree in Management Information Systems from the University of Tulsa in 1995, where he competed on the varsity men’s football team. He holds the Accredited Asset Management Specialist (AAMS®) designation awarded by the College for Financial Planning.

Brad Priest
Brad Priest
Regional Director, Wealth Advisor

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.

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.
Heidi Collins
Client Service Specialist

Heidi is located in the Tulsa office and focuses on client service. She has been in the financial services industry for over 13 years. Heidi holds the FINRA series 7 and 66 licenses.