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.
Monty Butts
Senior Vice President, Fixed Income Analyst

Monty is located in the Tulsa office and focuses on municipal bond research at Capital Advisors. He joined the firm in 1988 and has over 40 years of investment management experience. Monty has experience with all major aspects of credit finance; including portfolio management, underwriting, sales, and public finance.

Joe Hawes
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.

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.
Sarah Grage
Sarah Grage
Client Service Specialist

Sarah is located in the Tulsa office and focuses on client service. She joined the firm in 2018 and has over 15 years of experience in small business management.