Wealth Advisory
Your advisors are your main point of contact at Capital Advisors. They focus on wealth and investment management and strive to provide you with a great client experience.
Catherine Young, CDFA®
Senior Vice President, Wealth Advisor

Catherine focuses on wealth management and client service at Capital Advisors. She joined the firm in 2014 with over 25 years of experience in the financial services industry. Catherine attended the University of Tulsa after having completed two enlistments in the United States Marine Corps. She is also a Certified Divorce Financial Analyst®.

Grant focuses on wealth management, client service and business development at Capital Advisors.  He started his career in the financial services industry with William Blair & Company in Chicago.  Grant earned his BA in Economics from DePauw University where he also ran track and played football.

Financial Planning
Your Financial Planner is responsible for creating and monitoring your comprehensive financial plan (if applicable) and assisting with any other financial planning needs such as retirement planning, Social Security analysis, Roth conversions, distribution planning, etc.
Kelcy Flores, CFP®, CPWA®
Director Of Financial Planning

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.

Client Service
Your Client Service contact is responsible for administration needs. These needs may include duplicate statements, login assistance, money movement, deposits, withdrawals, opening new accounts, tax documents, etc.
Sarah Grage
Client Service Specialist

Sarah is located in the Tulsa office and focuses on client service.  She joined the firm in 2018 and has over 15 years of experience in small business management.