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.
Jordan Peterson, CFF®
Vice President, Wealth Advisor

Jordan is a Vice President and Wealth Advisor in our Las Vegas / Henderson office and focuses on wealth management, client service, and business development.  He has over 10 years of financial services experience and graduated from the University of Wyoming with a Bachelor of Science (BS) in Investment Finance and Banking.  Jordan also holds the Certified Financial Fiduciary® (CFF) designation from the National Association of Certified Financial Fiduciaries.

 

Brad Priest
Senior Vice President, Wealth Advisor

Brad is a Senior Wealth Advisor for Capital Advisors and is located in the Tulsa headquarters. He is responsible for client wealth management – focusing on the Oklahoma and Nevada markets.  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.

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.