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
Wealth Advisor & Shareholder
Active. Personable. Generous. Fly fisherman. Golfer. Traveler. Mumford-and-Sons-lover.
Andrew Barnes
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.
Andrew Gaskill
Director of Financial Services
Curious. Habitual. Restless. Motivated by family. You can find him on the golf course or on a mountain bike.
Vaughn Holcer
Senior 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.
Linda Cooper
Client Relationship Coordinator
Honest. Dependable. Caring. Inspired by her family. Enjoys spending her free time fishing on a boat.
Neal Freeman, CFP®
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.
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.
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.