Meet Our Financial Services Team
We’re experienced. Knowledgeable. Social. The list goes on.
Our team of professionals works diligently and collaboratively, providing a network of support as you plan for the future. Meet some of our dedicated specialists below.
Kyle Brownlee
CEO & Senior Wealth Advisor
Visionary. Family man. Ambitious. Inspirational. He’s a mover. A shaker. A fearless dream-maker.
Stephen O’Neill
Senior Wealth Advisor & Shareholder
Genuine. Caring. Professional. Baylor Bear. Favorite band? 3 Doors Down — no, Aerosmith — wait, Earth Wind and Fire — actually…
Aaron Waters
Senior Wealth Advisor & Shareholder
Active. Personable. Generous. Fly fisherman. Golfer. Traveler. Mumford-and-Sons-lover.
Andrew Barnes
Senior Wealth Advisor & Shareholder
Confident. Capable. Resourceful. Fan of the beach. Fan of his family. Fan of golf. To him, life is either a daring adventure or nothing.
Vaughn Holcer
Wealth Advisor
Traveler. Golf. Visitor of fine restaurants. He’s friendly, outgoing and honest. And honestly, he’s Vaughn of a kind.
Chuck Lipps
Wealth Advisor
Kind. Honest. Fun-loving. Pilot. Motorcyclist. He’d rather try something and fail than try nothing and succeed.
Allison Clark
Client Service Associate
Funny. Musical. Intelligent. Collector of anything with sunflowers.
Linda Cooper
Client Relationship Coordinator
Honest. Dependable. Caring. Inspired by her family. Enjoys spending her free time fishing on a boat.
Neal Freeman, CFP®
Associate Financial Advisor
Considerate. Intelligent. Athletic. Excited to learn something new. Inspired by helping others.
Kendyl Goecke
Client Relationship Coordinator
Intelligent. Adventurous. Creative. Passionate about helping others. Lover of OKC and her dog.
Heather Haynes
Client Services Manager
Authentic. Optimistic. Genuine. Motivated by doing good work. Strives for peace and harmony in her personal and professional life.
Jonathan Hill
Client Service Associate
Athletic. Quiet. Nerdy - in the best way. Enjoys learning new things.
Jena McNaughton
Client Relationship Coordinator
Optimistic. Outdoorsy. Passionate. Green thumb gardener. Her kids inspire her to be the best version of herself.
Kass McGrath
Client Relationship Coordinator
Athletic. Creative. Avid golfer. Enjoys being in nature. Involved in the Tulsa community.
Matthew Wedel
Financial Strategist
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.