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.
Jason Percy, AAMS®
Vice President, Wealth Advisor

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 Brown
President

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.

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.
Jennah Clark
Client Service Specialist

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.