Client Service Coordinators

Working behind the scenes to bring your dreams to the forefront.

Our secret weapon? Our team of client service coordinators. Their secret weapon? An uncanny commitment to your success. And coffee.

Rita Johnson

Tax and Office Coordinator

Loyal. Compassionate. Sensitive. Passionate about serving her communities. Centered around her family and faith.

Brianna Parks

Office Coordinator

Organized. Determined. Energetic - after 10 AM. Outdoor enthusiast and avid reader.

Angela Stump

Tax Coordinator

Funny. Friendly. Caring. Loves to cook. Inspired by kindness.

Nanciann Syler

Nanciann Syler

Tax Coordinator

Passionate. Creative. Faithful. Enjoys scrapbooking and reading. She is inspired by giving glory to God.

Shelli Williamson

Shelli Williamson

Tax Coordinator

Adventurous. Creative. Energetic. Enjoys spending time outdoors. Motivated by building relationships.

Kathy Burge

Office Coordinator

Crafty. Thoughtful. Warmhearted. Avid shoe collector. She’s motivated by her children.

Linda Cooper

Client Relationship Coordinator

Honest. Dependable. Caring. Inspired by her family. Enjoys spending her free time fishing on a boat.

Sharlie Doty

Client Service Associate

Coffee-lover. Intentional. Planner. Motivated by her family. Involved in her church community.

Neal Freeman

Financial Strategist

Considerate. Intelligent. Athletic. Excited to learn something new. Inspired by helping others.

Heather Haynes

Client Service Associate

Authentic. Optimistic. Genuine. Motivated by doing good work. Strives for peace and harmony in her personal and professional life.

Kim Markus

Office Administrator

Helpful. Athletic. Outdoorsy. Inspired by positive people.

Kass McGrath

Client Relationship Coordinator

Athletic. Creative. Avid golfer. Enjoys being in nature. Involved in the Tulsa community.

Jena McNaughton

Client Relationship Coordinator

Optimistic. Outdoorsy. Passionate. Green thumb gardener. Her kids inspire her to be the best version of herself.

Kendyl Reed

Client Relationship Coordinator

Intelligent. Adventurous. Creative. Passionate about helping others. Lover of OKC and her dog.

Matthew Wedel

Client Services Associate

Eager. Energetic. Curious. Loves to be around his family. Spends his spare time on the golf course.

Keri Zeder

Client Relationship Coordinator

Caring. Athletic. Funny. Passionate about her family. Strives to be the best version of herself for her kids.