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