Team Directory

Executives

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 		Stephen O'Neill Stephen O'Neill
Financial Services Director
Chuck Lipps Chuck Lipps
Wealth Advisor Enid/Fairview 		Mike Stuber Mike Stuber
Wealth Advisor Enid 		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 		Erica Shaloy Erica Shaloy
Fairview Tax Director 		 

Office Staff by Location

Enid

Kerri Allard
Associate Tax Advisor
Libby Booze
Tax Associate
Aaron Brownlee
President/COO
Stan Brownlee
Director of Business Consulting
Melissa Deterding
Marketing Coordinator
Sara Dye
Front Office Coordinator
Crystal Harmon
Enid Tax Director
Heather Haynes
Client Service Coordinator
Molly Helm
Marketing Director
Avadelle Hibbets
Accounting Director
Natalie Holmes
Human Capital Coordinator
Sharon Hume
Executive Tax Director
Julie Innis
Accounting Advisor
Christina Jessup
Tax Advisor
Hannah McIlvain
Tax Advisor
Cheryl Medema
Accounting Advisor
Stephen O'Neill
Financial Services Director
Janna Rader
Associate Accounting Advisor
Dean Robinson
IT Manager
Nancy Roeming
Human Capital Director
Jade Seiger
Tax and Accounting Coordinator
Paula Snodgrass
Client Relationship Coordinator
Mike Stuber
Wealth Advisor Enid
Erin VonDielingen
Senior Tax Advisor
Aaron Waters
Para-Planner Enid
Shelley Winter
Tax Advisor

Bartlesville

Linda Cooper
Client Service Coordinator
John Mansfield, CFP
Sr. Wealth Advisor Tulsa/Bartlesville
VIcki Mitchell
Client Relationship Coordinator

Fairview

Shanda Dayton
Front Office Coordinator
Beth Jerrell
Tax Advisor
Judy Jones
Tax Advisor
Chuck Lipps
Wealth Advisor Enid/Fairview
Cody Littrell
Tax Associate
Julia Rohrs
Tax Advisor
Erica Shaloy
Fairview Tax Director
Allyson Walton
Associate Tax Advisor
Deane Wymer
Founder
Derek Wymer
Associate Tax Advisor; IT Coordinator

Oklahoma City

Sarah Bradfield
Tax and Accounting Advisor
Vaughn Holcer
Sr. Wealth Advisor OKC
Sharon McCleskey
Accounting Manager
Kylie Willis
Tax and Accounting Coordinator
Cody Woodward
Tax and Accounting Advisor
Keri Zeder
Client Relationship Coordinator

Tulsa

Kris Mansfield
Client Relationship Coordinator
Phillip Purdom
Tax and Accounting Manager
Natalie Staton
Client Service Coordinator