Capital Advisors
Jessica Montgomery, MBA has a diverse work experience that spans over several years. Jessica began their career at PSSI (Physician Support System Inc.) in 1999 as a Financial Controller, where they stayed until 2001. From there, they joined Hilti in 2001 as a Strategic Marketing & Sales Professional, remaining with the company until 2015. During their time at Hilti, they acquired valuable skills in the areas of marketing and sales. In 2015, Jessica joined Capital Advisors as a Vice President of Accounting, and later assumed the role of Chief Financial Officer in 2020. Their extensive experience in accounting and finance makes their a valuable asset to any organization.
Jessica Montgomery obtained their Bachelor's degree in International Business and French from The University of Tulsa, where they studied from 1997 to 2001. Jessica later pursued their Master's degree in Business Administration (MBA) from Oklahoma State University, attending from 2005 to 2007.
Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/