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.

Kim Markus

Office Administrator

Helpful. Athletic. Outdoorsy. Inspired by positive people.

Matthew Wedel

Client Services Associate

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

Kathy Burge

Kathy Burge

Office Coordinator

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

Linda Cooper

Client Relationship Coordinator

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. Cheerful. Outdoorsy. Motivated by her family. Involved in her community.

Kendyl Reed

Kendyl Reed

Client Relationship Coordinator

Intelligent. Adventurous. Creative. Passionate about helping others. A lover of unicorns.

Nanciann Syler

Nanciann Syler

Tax Coordinator

Passionate. Creative. Faithful. Enjoys scrapbooking, reading, and collecting ladybugs. 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.

Keri Zeder

Client Relationship Coordinator

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