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.
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.
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.
Jessica is located in the Tulsa office and focuses on client service. She has over 17 years of experience in the financial services industry.