Travis focuses on business development in the Mountain West. He has over 28 years of Wealth Management experience, previously leading teams for Charles Schwab and Fidelity Investments. Travis has a degree in Finance from Westminster University in Salt Lake City and holds the Certified Wealth Strategist® certification. He enjoys connecting with people and creating the optimal wealth management experience for individual and families. Outside of work Travis spends his time with his 4 children, volunteering for CureSMA and endeavoring to improve his golf swing.
Jon Althage serves as Managing Partner at Capital Advisors where he leads with a focus on long-term client relationships, strategic investment planning, and operational excellence. Since joining the firm in 2010, Jon has played a pivotal role in shaping the firm’s client experience and business development strategy.
With over 20 years of experience in the wealth management industry, Jon brings a deep understanding of portfolio construction, risk management, and financial planning. He works closely with individuals, families, and institutions to align their financial goals with tailored investment strategies Jon is also a key contributor to the firm’s strategic initiatives, including the development of new service offerings and digital platforms. As a member of the leadership team, he strives to ensure Capital Advisors remains at the forefront of fiduciary excellence and client advocacy.
Jon holds degrees in Personal Financial Planning and Economics from the University of Missouri. Jon also completed the Charles Schwab Executive Leadership Program in 2019. His diverse background across advisory, portfolio management, and business development gives him a well-rounded perspective on client needs and market dynamics.
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.
Thomas focuses on business development, wealth management and client service. He started his career with Capital Advisors in 2016. Thomas graduated from the University of San Diego with a degree in Accounting, emphasis in Finance. He is a CERTIFIED FINANCIAL PLANNER™ and also holds an MBA from the University of Tulsa.
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.
Brandy is located in the Tulsa office and focuses on client service. She joined the firm in 2021 with over 17 years of experience in customer service and business management.