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.
Nate Stewart
Senior Vice President, Wealth Advisor

Nate is located in the Denver office and focuses on business development, wealth management, and client service.  Nate has over 15 years of experience in providing advice and complex wealth management solutions to high-net-worth individuals and families.  A native of New England, he graduated from Northern Vermont University with a degree in Business Management.

Brad Priest
Regional Director, Wealth Advisor

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.

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.
McKenzie Mills, CFP®, CIPM
Financial Planner

McKenzie is located in the Tulsa headquarters and works within the financial planning group at Capital Advisors. McKenzie joined the firm in 2022 from Cavanal Hill Investment Management, where she acted as senior subject matter on performance measurement projects and supported the process for complying the Global Investment Performance Standards.  She holds the Certificate in Investment Performance Measurement (CIPM) issued by the CFA Institute and is a member of the CFA Society of Oklahoma and is a CERTIFIED FINANCIAL PLANNER™.  McKenzie earned her undergraduate degree in Accounting from Wichita State University where she played NCAA Division I softball.  She was later inducted into the Broken Arrow High School Athletic Hall of Fame for softball and track in 2020.

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.
Heidi Collins
Client Service Specialist

Heidi is located in the Tulsa office and focuses on client service.  She has been in the financial services industry for over 13 years.