Broker Check

Our Team

Leadership

Kyle Brownlee

Kyle Brownlee

CEO & Senior Wealth Advisor

Oklahoma City Office

Read more
Avadelle Hibbets

Avadelle Hibbets

Chief Financial Officer

Enid Office

Read more
Aaron Waters

Aaron Waters

Senior Wealth Advisor & Shareholder

Oklahoma City Office

Read more
Erica Shaloy

Erica Shaloy

Executive Tax Director

Fairview Office

Read more
Stephen O’Neill

Stephen O’Neill

Senior Wealth Advisor & Shareholder

Enid Office

Read more
Crystal Harmon

Crystal Harmon

Tax Director

Enid Office

Read more
Andrew Barnes

Andrew Barnes

Senior Wealth Advisor & Shareholder

Tulsa Office

Read more
Heather Haynes

Heather Haynes

Client Services Manager

Oklahoma City Office

Read more
Dean Robinson

Dean Robinson

Director of IT

Enid Office

Read more
Clara Roark

Clara Roark

Marketing Strategist

Oklahoma City Office

Read more
Tyler Miller

Tyler Miller

Tax Director

Oklahoma City Office

Read more
Josh Haynes

Josh Haynes

Chief People Officer

Oklahoma City Office

Read more
Craig Riffel

Craig Riffel

General Counsel

Oklahoma City Office

Read more

Financial Services

Kyle Brownlee

Kyle Brownlee

CEO & Senior Wealth Advisor

Oklahoma City Office

Read more
Allie Martin

Allie Martin

Executive Client Services Representative

Oklahoma City Office

Read more
Aaron Waters

Aaron Waters

Senior Wealth Advisor & Shareholder

Oklahoma City Office

Read more
Keri Zeder

Keri Zeder

Registered Client Associate

Oklahoma City Office

Read more
Andrew Barnes

Andrew Barnes

Senior Wealth Advisor & Shareholder

Tulsa Office

Read more
Kass McGrath

Kass McGrath

Client Relationship Coordinator

Tulsa Office

Read more
Misty Spotted Bear

Misty Spotted Bear

Client Relationship Coordinator

Bartlesville Office

Read more
Stephen O’Neill

Stephen O’Neill

Senior Wealth Advisor & Shareholder

Enid Office

Read more
Jena McNaughton

Jena McNaughton

Client Relationship Coordinator

Enid Office

Read more
Neal Freeman

Neal Freeman, CFP®

Associate Financial Advisor

Oklahoma City Office

Read more
Matt Wedel

Matt Wedel

Registered Representative

Oklahoma City Office

Read more
Heather Haynes

Heather Haynes

Client Services Manager

Oklahoma City Office

Read more
Allison Clark

Allison Clark

Client Service Associate

Oklahoma City Office

Read more
Diamond Hearn

Diamond Hearn

Client Service Associate

Oklahoma City Office
Read more
Chuck Lipps

Chuck Lipps

Wealth Advisor

Fairview Office

Read more
Jim Denton

Jim Denton

Wealth Advisor

Oklahoma City Office

Read more
Vaughn Holcer

Vaughn Holcer

Wealth Advisor

Oklahoma City Office

Read more

Tax and Accounting

Erica Shaloy

Erica Shaloy

Executive Tax Director

Fairview Office

Read more
Crystal Harmon

Crystal Harmon

Tax Director

Enid Office

Read more
Tyler Miller

Tyler Miller

Tax Director

Oklahoma City Office

Read more
Krystle Spaulding

Krystle Spaulding

Accounting Manager

Oklahoma City Office

Read more
Derek Wymer

Derek Wymer

Tax and IT Coordinator

Fairview Office

Read more
Allison White

Allison White

Tax Advisor

Fairview Office

Read more
Candance Davis

Candance Davis

Tax Advisor

Oklahoma City Office

Read more
Beth Jerrell

Beth Jerrell

Tax Advisor

Fairview Office

Read more
Erin VonDielingen

Erin VonDielingen

Tax Advisor

Enid Office

Read more
Marcus Shumate

Marcus Shumate

Tax Advisor

Oklahoma City Office

Read more
Kolton Felix

Kolton Felix

Tax Advisor

Oklahoma City Office

Read more
Maci Hudson

Maci Hudson

Tax Advisor

Enid Office

Read more
Vanessa Blasdel

Vanessa Blasdel

Tax Advisor

Oklahoma City Office

Read more
Nanciann Syler

Nanciann Syler

Tax Coordinator

Enid Office

Read more
Shelli Williamson

Shelli Williamson

Tax Coordinator

Oklahoma City Office

Read more
Brianna Porter

Brianna Porter

Accounting Advisor

Oklahoma City Office

Read more
Amy Warren

Amy Warren

Tax Advisor

Fairview Office

Read more
Julie Shaw

Julie Shaw

Accounting Manager

Enid Office

Read more
Bryan Ludasher

Bryan Ludasher

Accounting Advisor

Oklahoma City Office

Read more
Chantz Wilson

Chantz Wilson

Accounting Advisor

Enid Office

Read more
Debbie Lykins

Debbie Lykins

Accounting Advisor

Oklahoma City Office

Read more
Janna Rader

Janna Rader

Accounting Specialist

Enid Office

Read more
Marissa Miller

Marissa Miller

Tax Advisor

Oklahoma City Office

Read more
Kerri Allard

Kerri Allard

Tax Advisor

Enid Office

Read more
Anita Wichert

Anita Wichert

Tax Advisor

Fairview Office

Read more
Kerri Dodson

Kerri Dodson

Tax Advisor

Enid Office

Read more
Tammy Strimple

Tammy Strimple

Tax Advisor

Bartlesville Office

Read more
Shelley Winter

Shelley Winter

Tax Advisor

Enid Office

Read more

Office Coordinators

Anicia Meeks

Anicia Meeks

Office Coordinator

Fairview Office

Read more
Cassidy Adams

Cassidy Adams

Office Coordinator

Oklahoma City Office
Read more
Kathy Burge

Kathy Burge

Office Coordinator

Enid Office

Read more