Monty is located in the Tulsa office and focuses on municipal bond research at Capital Advisors. He joined the firm in 1988 and has over 40 years of investment management experience. Monty has experience with all major aspects of credit finance; including portfolio management, underwriting, sales, and public finance.
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.
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.