Meet the Team

Investment Research Team

Keith C. Goddard, CFA
President/CEO of Capital Advisors, Inc.
kgoddard@capitaladv.com  

Keith Goddard oversees investment strategies at Capital Advisors and has been President since 2003. He joined Capital Advisors in 1991 after graduating from the University of Colorado, Boulder with a B.A. in Journalism. Keith Goddard is a CFA charterholder.

Channing S. Smith, CFA
Managing Director - Equity Strategies
csmith@capitaladv.com  

Channing Smith is director of equity strategies at Capital Advisors. He joined the firm in 2004, after earning his M.B.A. with a focus in Finance and Accounting from Southern Methodist University. He graduated with a B.S. in Entrepreneurship from Indiana University in 1998. Channing Smith is a CFA charterholder.

Monty L. Butts
Managing Director - Credit Strategies
mbutts@capitaladv.com  

Monty Butts is director of credit strategies at Capital Advisors. He joined the firm in 1988 after 12 years in the fixed income department at the Bank of Oklahoma. Monty's 30-plus year career includes experience with all major aspects of credit finance, including portfolio management, underwriting, sales and public finance.

Client Service and Portfolio Administration

G. Andy Brown
Managing Director - Client Service
abrown@capitaladv.com  

Andy manages the client service and portfolio administration team for Capital Advisors. He joined the firm in 2001 following six years as an investment executive with Dain Rauscher and Piper Jaffrey. Andy earned a BA from the University of Tulsa in 1996.

Meredith S. Camp, CFP
Vice President - North Texas Region
mcamp@capitaladv.com  

Meredith handles client service and portfolio administration for clients in the north Texas region from the company's office in Dallas. Meredith joined the firm in 2008 with 15-years experience in the financial services industry. Meredith holds a BBA from Baylor University and she earned the Certified Financial Planner designation in 2009.

Mark A. Symm
Vice President - South Texas Region
msymm@capitaladv.com  

Mark handles client service and portfolio administration for clients in the south Texas region from the company's office in Houston. Mark joined the firm in 2005 following five years as an investment executive with Charles Schwab and prior to that two years at Olde Discount. Mark holds a BBA from Texas A&M University.

Jonathan D. Althage
Vice President, Portfolio Manager
jalthage@capitaladv.com  

Jon focuses on client service and portfolio administration for clients in Tulsa, Arkansas, and Louisiana. Jon has been working in the investment management industry since 2005 and is in the process of gaining his CFP® (Certified Financial Planner) credentials. He holds a bachelor's degree in Personal Financial Planning from the University of Missouri.

Debra L Koneiczny
Vice President - Oklahoma City Region
debrak@capitaladv.com  

Debbie handles client service and portfolio administration for clients from our Oklahoma City office. Debbie joined our firm in 2011 with 25 years experience in the financial services industry. Debbie is a licensed principal for both securities and municipalities. She has earned her AAMS (Accredited Asset Management Specialist) license and holds a certificate from College of Financial Planning

Trading and Operations

Jamie L. Wilson
Vice President - Trading and Compliance
jwilson@capitaladv.com  

Jamie manages the firm's trading systems and regulatory compliance. Jamie joined the firm in 2003 with 13-years of prior experience in the financial services industry. She holds a BS from Northeastern State University.

Lori A. Smith
Managing Director - Chief Financial Officer
lsmith@capitaladv.com  

Lori is a Managing Director and CFO for Capital Advisors. She was part of the firm's original management team in 1979. Lori served as Chief Operating Officer for most of her career with the firm before streamlining her role in 2008 to spend more time with her family.

Shawna M. Moore
Operations Manager
smoore@capitaladv.com  

Shawna manages internal operations for Capital Advisors. She joined the firm in 2007 with 12-years prior experience in the financial services industry. Shawna graduated with a BA from Westminster College in 1994.

Elizabeth K. Hardtner
Accounting and Operations Associate
bhardtner@capitaladv.com  

Beth manages the firms billing and internal accounting systems and supports the firm's client service and portfolio administration team. She joined the firm in 2005.

Erika Taylor
Client Service Associate
etaylor@capitaladv.com  

Erika supports the firm's client service and portfolio administration team. She joined the firm in 2010 with 15- years of prior experience in the financial services industry.