Team Directory

Executive Team

Kyle  Brownlee RFC, CSA Kyle Brownlee RFC, CSA
Chief Executive Officer/Wealth Advisor
Aaron  Brownlee Aaron Brownlee
President/COO
Deane  Wymer Deane Wymer
Founder
 

Licensed Financial Advisors

Kyle  Brownlee RFC, CSA Kyle Brownlee RFC, CSA
Chief Executive Officer/Wealth Advisor
Vaughn Holcer Vaughn Holcer
Sr. Wealth Advisor OKC
John  Mansfield CFP John Mansfield CFP
Sr. Wealth Advisor Tulsa/Bartlesville
Philip Mooberry Philip Mooberry
Sr. Wealth Advisor Tulsa
Stephen O'Neill Stephen O'Neill
Financial Services Director
Chuck Lipps Chuck Lipps
Wealth Advisor Enid/Fairview
Lisa  Lyons Lisa Lyons
Client Relationship Manager Tulsa
Phillip  Carr Phillip Carr
Para-Planner Tulsa
Aaron Waters Aaron Waters
Para-Planner Enid
     

Tax Directors and Managers

Sharon  Hume Sharon Hume
Executive Tax Director
Crystal Harmon Crystal Harmon
Enid Tax Director
Elisa Norred Elisa Norred
Tax Manager
Barbara Rubley Barbara Rubley
Tax Manager OKC
Erica Shaloy Erica Shaloy
Fairview Tax Director