Joe focuses on wealth management, business development, and client service. He has over 30 years of experience in financial services and investment management. Joe earned his degree from Oklahoma State University.
Keith joined Capital Advisors in 1991. His responsibilities have included portfolio research, management and client service. Keith served as president from 2003 to 2012, and he has been Chief Executive Officer since 2007. Keith holds a B.A. from the University of Colorado, Boulder, and he became a CFA charter holder 1995. Keith is active in the Tulsa community. Among other organizations, he has served as the board president and chair of the investment committee at Holland Hall School, as trustee and chair of the investment committee at the University of Tulsa, and as board president for Tulsa Zoo Friends.
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.
Linda is located in the Tulsa office and focuses on client service. She has been in the financial services industry for over 24 years and holds the FINRA series 7, 63 and 65 licenses. Linda earned her degree in Business Administration from Northeastern State University.