Joe focuses on wealth management, business development, and client service. He has over 30 years of experience in financial services and investment management. Joe earned his degree from Oklahoma State University.
Keith joined Capital Advisors in 1991. His responsibilities have included Portfolio Research, Allocation, Trading, Management and Client Service. Keith served as president from 2003 to 2012, and he has been Chief Executive Officer since 2007. Keith holds a B.A. from the University of Colorado, Boulder, and he became a CFA charter holder in 1995. Keith is active in the Tulsa community. Among other organizations, he has served as the board president and chair of the investment committee at Holland Hall School, as trustee and chair of the investment committee at the University of Tulsa, and as board president for Tulsa Zoo Friends.
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.
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.