Broker Check

Our Team

Leadership

Kyle Brownlee

CEO & Senior Wealth Advisor

Oklahoma City Office

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Avadelle Hibbets

Chief Financial Officer

Loyal. Thoughtful. Dedicated.

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Aaron Waters

Senior Wealth Advisor & Shareholder

Oklahoma City Office

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Erica Shaloy

Executive Tax Director

Rooted. Dedicated. Trustworthy.

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Stephen O’Neill

Senior Wealth Advisor & Shareholder

Genuine. Fun. Wise.

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Crystal Harmon

Tax Director

Dedicated. Detailed. Conscientious.

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Andrew Barnes

Senior Wealth Advisor & Shareholder

Strategic. Forward-thinking. Dependable.

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Heather Haynes

Client Services Manager

Generous. Loyal. Empathetic.

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Dean Robinson

Director of IT

Responsible. Consistent. Helpful.

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Clara Roark

Marketing Strategist

Spunky. Confident. Driven.

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Tyler Miller

Tax Director

Lighthearted. Dedicated. Competitive.

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Josh Haynes

Chief People Officer

Principled. Driven. People-focused.

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Craig Riffel

General Counsel

Oklahoma City Office

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Financial Services

Kyle Brownlee

CEO & Senior Wealth Advisor

Oklahoma City Office

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Allie Martin

Executive Client Services Representative

Kind. Optimistic. Dependable.

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Aaron Waters

Senior Wealth Advisor & Shareholder

Oklahoma City Office

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Keri Zeder

Registered Client Associate

Nurturing. Dedicated. Athletic.

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Andrew Barnes

Senior Wealth Advisor & Shareholder

Strategic. Forward-thinking. Dependable.

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Kass McGrath

Client Relationship Coordinator

Caring. Genuine. Grounded.

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Misty Spotted Bear

Client Relationship Coordinator

Grounded. Compassionate. Dependable.

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Stephen O’Neill

Senior Wealth Advisor & Shareholder

Genuine. Fun. Wise.

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Jena McNaughton

Client Relationship Coordinator

Compassionate. Dependable. Organized.

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Heather Haynes

Client Services Manager

Generous. Loyal. Empathetic.

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Neal Freeman, CFP®

Associate Financial Advisor

Honest. Dependable. Kind.

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Matt Wedel

Registered Representative

Kind. Funny. Steady.

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Chuck Lipps

Wealth Advisor

Honest. Steady. Jack-of-all-trades.

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Jim Denton

Wealth Advisor

Thoughtful. Leader. Strategic.

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Allison Clark

Client Service Associate

Nice. Happy. Chill.

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Diamond Hearn

Client Service Associate

Loyal. Empathetic. Resilient.

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David Baskin

Wealth Manager

Vicki Wright

Administrative Assistant

Tax and Accounting

Erica Shaloy

Executive Tax Director

Rooted. Dedicated. Trustworthy.

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Crystal Harmon

Tax Director

Dedicated. Detailed. Conscientious.

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Tyler Miller

Tax Director

Lighthearted. Dedicated. Competitive.

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Krystle Spaulding

Accounting Manager

Loyal. Fun. Creative.

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Vanessa Blasdel

Tax Manager

Analytical. Adventurous. Compassionate.

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Julie Shaw

Accounting Manager

Fun-loving. Friendly. Kind-hearted.

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Erin VonDielingen

Senior Tax Advisor

Precise. Knowledgeable. Steady.

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Marissa Miller

Senior Tax Advisor

Honest. Respectful. Genuine.

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Derek Wymer

Tax and IT Coordinator

Dedicated. Helpful. Instant Pot Cook.

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Alli White

Tax Advisor

Kind. Helpful. Hardworking.

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Candance Davis

Tax Advisor

Funny. Dependable. Thorough.

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Beth Jerrell

Tax Advisor

Authentic. Dependable. Friendly.

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Kolton Felix

Tax Advisor

Loyal. Funny. Light-hearted.

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Maci Hudson

Tax Advisor

Gentle. Reserved. Cheerful.

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Nanciann Syler

Tax Coordinator

Focused. Dependable. Organized.

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Shelli Williamson

Tax Coordinator

Personable. Caring. Attentive.

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Brianna Porter

Accounting Advisor

Detailed. Methodical. Joyful.

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Amy Warren

Tax Advisor

Personable. Understanding. Enthusiastic.

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Bryan Ludasher

Accounting Advisor

Honest. Trustworthy. Humorous.

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Chantz Wilson

Accounting Advisor

Experienced. Dependable. Resourceful.

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Debbie Lykins

Accounting Advisor

Compassionate. Loyal. Determined.

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Janna Rader

Accounting Specialist

Stubborn. Caring. Dedicated.

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Kerri Allard

Tax Advisor

Kind. Loyal. Intentional.

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Claudia Holloway

Tax Advisor

Driven. Honest. Dependable.

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Jackson Feely

Tax Advisor

Creative. Intellectual. Tall.

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Juan Olivarez

Tax Coordinator

Kind. Empathetic. Loyal.

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Anita Wichert

Tax Advisor

Dependable. Trustworthy. Hospitable.

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Kerri Dodson

Tax Advisor

Enid Office

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Tammy Strimple

Tax Advisor

Willing. Warm. Steadfast. 
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Shelley Winter

Tax Advisor

Enid Office

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Amber Lewis

Tax Advisor

Fairview Office

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Office Coordinators

Anicia Meeks

Office Coordinator

Kind. Caring. Joyful.

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Cassidy Adams

Office Coordinator

Smiley. Helpful. Friendly.

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Kathy Burge

Office Coordinator

Kind. Joyful. Positive.

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