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Meet Our Executive Team

Kyle Brownlee Chief Executive Officer/ Wealth Advisor*	Aaron Brownlee President/COO	Delena Hardaway Business Development & Marketing Director	Sharon Hume Executive Tax Director
Stephen O´Neill Financial Management Director	Erica Shaloy Fairview Tax Director	Crystal Harmon Enid Tax Director

Meet Our Tax & Accounting Team

Sharon Hume Executive Tax Director (Executive Team)	Erica Shaloy Fairview Tax Director (Executive Team)	Crystal Harmon Enid Tax Director (Executive Team) Enid	Sandra Hutchcraft Senior Accounting Supervisor Enid
Beth Jerrell Associate Tax Advisor Fairview	Judy Jones Tax Advisor Fairview	Lindsay Hay Associate Tax Advisor/ Wealth Manager Enid	Melissa Headley Associate Accounting Advisor Enid
Dawn Marshall Associate Tax Advisor Enid	Debbie Wilzcek Tax Advisor Enid	Shelly Winter Tax Advisor Enid	Kelly Hartling Associate Tax Advisor Enid
Derek Wymer Associate Tax Advisor/ IT Specialist Fairview	Chelsey Williams Client Service Coordinator (Administrative Team) Fairview	Andrea Murphy Associate Tax Advisor Enid	Heather Jackson Front Office Coordinator (Administrative Team) Enid

Meet Our Financial Management Team

Kyle Brownlee Chief Executive Officer/ Wealth Advisor* (Executive Team)	Stephen O´Neill Financial Management Director (Executive Team)	Chuck Lipps Wealth Advisor Enid and Fairview	Mary Szafranski Wealth Advisor Tulsa
Lindsay Hay Associate Tax Advisor/ Wealth Manager Enid	Amy Moss Financial Services Client Relationship Manager (Administrative Team) Tulsa	Joan (JJ) Jaccarino Financial Services Client Service Manager (Administrative Team) Tulsa	Tamara Magee Financial Services Client Relationship Manager (Administrative Team) Enid
Tim Szafranski Consultant Tulsa	Tamara White Financial Services Client Service Manager (Administrative Team) Enid	BJ Barrick Financial Services Representative Tulsa

Meet Our Administrative Team

Ryan Allen Operations/HR Coordinator Enid	Sara Habibi Marketing and Event Coordinator Enid	Chelsey Williams Client Service Coordinator Fairview	Tamara Magee Financial Services Client Relationship Manager Enid
Amy Moss Financial Services Client Relationship Manager Tulsa	Joan (JJ) Jaccarino Client Service Manager Tulsa	Tamara White Financial Services Client Service Manager Enid	Heather Jackson Front Office Coordinator Enid

Meet Our Founder

Deane Wymer Founder