Jason is located in the Tulsa office and focuses on wealth management and business development at Capital Advisors. He joined the firm in 2020 and has over 12 years of experience in the wealth management industry. Jason earned an undergraduate degree in Management Information Systems from the University of Tulsa in 1995, where he competed on the varsity men’s football team. He holds the Accredited Asset Management Specialist (AAMS®) designation awarded by the College for Financial Planning.
Andy oversees the wealth management and client service team at Capital Advisors. He joined the firm in 2001 and has over 25 years of experience in the wealth management industry. Andy earned a B.A. from the University of Tulsa in 1995, where he competed on the varsity men’s tennis team for four years.
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.
Jennah is located in the Tulsa office and focuses on client service. She has been in the financial services industry for over 6 years. Jennah holds the FINRA series 7 and 66 licenses.