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.
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™.
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.
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.