Three New Faces Join OKC Team

December 5, 2019

Join us in welcoming three new team members to the Oklahoma City office: Donnetta Gilmore, Kim Beaucourt and Hannah Westmoreland! All three were hired in the second half of 2019 and have quickly added scale, energy and expertise to our financial services and tax and accounting teams.

Donnetta is a client service associate, supporting our wealth advisors and client relationship coordinators in executing clients’ financial plans. She previously led a team of call center representatives at GlobalHealth, Inc. and was instrumental in developing customer care policies and implementing consistent procedures.

Kim is our new accounting manager, working alongside advisors and tax directors to help clients make informed financial decisions for their businesses. With a Bachelor of Science in accounting from the University of Central Oklahoma and a deep level of experience, Kim is skilled at preparing financial statements, managing payroll and producing insightful reports on business profitability and efficiency.

Hannah is the tax and office coordinator for Oklahoma City. She helps tax advisors process client tax returns and financial statements, maintain updated databases and deliver great service. She previously worked as a payroll account manager for Paycom Payroll, LLC.

“Wymer Brownlee is a very special place to work, and we don’t make hiring decisions lightly,” said Nancy Roeming, director of human resources. “With the skills, attitude and work ethic these ladies bring to our firm, we’re confident clients remain in great hands.”

 

Category: ,

Related Blog Articles

Essential Financial Aspects to Review as You Wrap Up 2024

Essential Financial Aspects to Review as You Wrap Up 2024

READ MORE
The Power of an Integrated Financial Plan in Today’s Market

The Power of an Integrated Financial Plan in Today’s Market

READ MORE
The Importance of Insurance in Your Financial Plan

The Importance of Insurance in Your Financial Plan

READ MORE

Let’s talk about business. Or the weather. Or whatever you want, really.

Have a specific question or want to learn more about Wymer Brownlee Wealth Strategies? Just click below.

CONTACT US