Broker Check

We are a diverse group.

We advise, consult, calculate, invest, hire, connect and coordinate so you get to do more of what you want to do.

(And we volunteer and support community causes, too.)

Office Staff by Location

Enid

 

Kathy Burge
Receptionist

Kyle Brownlee
Chief Executive Officer;
Senior Wealth Advisor

Stan Brownlee
Business Consultant

Kimberly Crawford
Tax Advisor

Kerri Dodson
Tax Advisor 

Crystal Harmon
Tax Director

Heather Haynes
Wealth Advisor Assistant

Avadelle Hibbets
Chief Financial Officer; Executive Director of Accounting Services

Maci Hudson
Tax Advisor

Sharon Hume
Executive Tax Advisor

Julie Innis
Accounting Advisor

Cheyenne Keck
Tax Advisor

Jena McNaughton
Wealth Advisor Assistant

Stephen O'Neill
Wealth Advisor; Investment Strategist*

Dee Panchal
Human Resources Specialist

Janna Rader
Tax Advisor

Dean Robinson
Director of Information Technology

Nancy Roeming
Executive Director of Human Resources

Julia Rohrs
Tax Advisor

Jade Seiger
Tax Coordinator

Nanciann Syler
Tax Coordinator

Barbara Unruh
Senior Accounting Advisor

Shelby Unruh
Communications Coordinator

Erin VonDielingen
Senior Tax Advisor

Shelley Winter
Tax Advisor



Bartlesville

Linda Cooper
Client Service Coordinator

John Mansfield, CFP
Senior Wealth Advisor

Vicki Mitchell
Client Relationship Coordinator

Fairview

Tyler Davis
Tax Advisor

Shanda Dayton
Tax Advisor

Beth Jerrell
Tax Advisor

Judy Jones
Tax Advisor

Chuck Lipps
Wealth Advisor

Piper Powell
Front Office Coordinator; Tax Coordinator

Erica Shaloy
Tax Director

Deane Wymer
Founder

Derek Wymer
Tax Coordinator

Oklahoma City

Victoria Cook
Tax Advisor

Luwayne Burns
Tax Advisor

Karen Garrison
Tax Manager

Andrew Gaskill 
Paraplanner

Vaughn Holcer
Senior Wealth Advisor

Megan Holsonbake
Office Coordinator

Melissa LaBrue
Wealth Advisor Assistant

Aaron Waters
Wealth Advisor

Tim Wilson
Tax Advisor

Keri Zeder
Wealth Advisor Assistant
Nechelle Zoller
Tax Advisor

Tulsa

Sherree Amstutz
Senior Tax Advisor

Andrew Barnes
Wealth Advisor

John Mansfield, CFP
Senior Wealth Advisor

Kris Mansfield
Client Relationship Coordinator

Kass McGrath
Office Coordinator


 

 

 

*These services are offered by Kyle Brownlee, John Mansfield, Vaughn Holcer, Stephen O'Neill, Chuck Lipps and Aaron Waters through their affiliation with HD Vest.