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.
Matthew Wedel
Client Services Associate
Eager. Energetic. Curious. Loves to be around his family. Spends his spare time on the golf course.
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
Client Relationship Coordinator
Intelligent. Adventurous. Creative. Passionate about helping others. A lover of unicorns.
Nanciann Syler
Tax Coordinator
Passionate. Creative. Faithful. Enjoys scrapbooking, reading, and collecting ladybugs. She is inspired by giving glory to God.
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.