David is located in the Birmingham office and focuses on wealth management. He has over 20 years of experience in the financial services industry. David graduated from the University of Alabama with a B.S. in Commerce and Business Administration.
Nick is located in the Nashville office and focuses on business development, wealth management and client service. He joined the firm with over 10 years of experience at Scottrade and TD Ameritrade where he focused on relationship management and financial planning for high-net-worth individuals. A native of Nashville, he received his degree in business administration from Middle Tennessee State University and also played football at the University of Tennessee at Chattanooga.
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.
Jessica is located in the Tulsa office and focuses on client service. She has over 17 years of experience in the financial services industry.