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.
Brad is a Regional Director and Wealth Advisor for Capital Advisors and is located in Tulsa. He focuses on wealth management, business development and client service. He joined Capital Advisors in 2014 and has over 30 years of experience in the financial services industry.
Brad’s previous experience comes from being a Financial Consultant for Charles Schwab, a commodities Risk Analyst at Williams EM&T and as a Portfolio Manager for the Private Bank at Bank of Oklahoma, where he focused on working with high-net-worth individuals and institutions.
Brad earned his BSBA from the University of Tulsa where he played NCAA Division I soccer.
Jeremy is located in our Tulsa office and focuses on wealth management, client service and business development. He joined Capital Advisors with over 20 year of experience as a manager within the healthcare industry. Jeremy graduated from Northeastern State University with a degree in Business Administration.
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.
Heidi is located in the Tulsa office and focuses on client service. She has been in the financial services industry for over 13 years. Heidi holds the FINRA series 7 and 66 licenses.