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