Jon focuses on wealth management, client service, and business development. He began his career with Capital Advisors in 2010 and has over 17 years of experience in the wealth management industry. Jon graduated from the University of Missouri with degrees in Personal Financial Planning and Economics.
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 and Living Arts as a board member. At home, Kelcy and her husband are raising two young daughters.
Sarah is located in the Tulsa office and focuses on client service. She joined the firm in 2018 and has over 15 years of experience in small business management.