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.
Joe Hawes
Senior Vice President, Wealth Advisor

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 Goddard
Keith Goddard, CFA
CEO & Chief Investment Officer

Keith joined Capital Advisors in 1991. His responsibilities have included portfolio research, 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 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.

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.
Linda Younger
Linda Younger
Client Service Specialist

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.