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.
Thomas is located in the Tulsa headquarters and focuses on business development, wealth management and client service. He started his career with Capital Advisors in 2016. Thomas graduated from the University of San Diego with a degree in Accounting, emphasis in Finance. He also holds an MBA from the University of Tulsa.
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.
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.
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.