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 focuses on wealth management, client service, and business development. He began his career with Capital Advisors in 2010 and has over 17 years of experience in the wealth management industry. Jon graduated from the University of Missouri with degrees in Personal Financial Planning and Economics.
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 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.
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.