Andy joined Capital Advisors in 2001, joined the Board of Directors since 2006, and has served as President since 2012. His responsibilities include overseeing the Wealth Management, Client Service, and Financial Planning teams in addition to long-term strategic planning for the firm. He graduated from the University of Tulsa and brings over 25 years of experience to the firm. Andy is active in the Tulsa community, a long-time supporter of Catholic Charities and the Alzheimer’s Association, and an advocate for financial literacy.
Jeremy is located in our Tulsa office and focuses on wealth management, client service and business development. He joined Capital Advisors with over 20 year of experience as a manager within the healthcare industry. Jeremy graduated from Northeastern State University with a degree in Business Administration.
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 board. At home, Kelcy and her husband are raising two young daughters.
Linda is located in the Tulsa office and focuses on client service. She has been in the financial services industry for over 24 years and earned her degree in Business Administration from Northeastern State University.