Leading Independent Wealth Management Firm Welcomes Shawn Bean, Deanna Conway and Trey Whitley to New Oklahoma City Office
OKLAHOMA CITY (Feb. 21, 2018) – Wymer Brownlee, a leading independent wealth management firm, today announced the expansion of its financial planning and tax planning teams with the hiring of Shawn Bean as tax advisor, Deanna Conway as tax coordinator and Trey Whitley as financial strategist. The three newly added professionals enhance the firm’s ability to deliver integrated financial services, which encompass tax and financial advice, from its Oklahoma City office at Portland and Memorial – one of the firm’s five Oklahoma locations. Wymer Brownlee serves high net worth individuals, families and business owners, providing them with wealth management, financial strategies, tax planning and preparation, business accounting and business consulting services.
“These enhancements to our bench of client service professionals reflect Wymer Brownlee’s commitment to tax-savvy financial planning for high net worth clients, as well as our ongoing leadership in this space,” said Kyle Brownlee, Wymer Brownlee CEO and senior wealth advisor. “We strive to exceed client expectations every day, and now with Shawn, Deanna and Trey on board, we can proactively deliver more value, especially given the opportunities and challenges that come with the new tax laws becoming effective this year.”
Wymer Brownlee’s unique, integrated service model ensures financial advisors and tax professionals are in constant communication. As a tax advisor, Bean will determine each client’s tax liability and collaborate with in-house wealth advisors to maximize tax benefits in conjunction with their long-term financial plans. He will collect and analyze clients’ financial information to prepare timely and accurate federal, state, local and special tax returns. Bean received his undergraduate degree and Master of Accountancy from the University of Oklahoma. He’s actively involved in his church, husband to Krista and hands-on new dad to their son, Braxton.
Conway will support Wymer Brownlee’s advisors as a tax coordinator, serving as the client liaison, maintaining updated client databases and processing tax returns and other financial statements. Her warm welcome, can-do attitude and meticulous management of details enable the tax team to deliver superior service. Conway obtained a Bachelor of Science in Business Administration from Northwestern Oklahoma State University and previously worked for Conoco, Inc. as a senior title analyst. She and her husband, Paul, have two children – Jason and Sarah.
As a financial strategist, Whitley prepares analyses for wealth management issues ranging from estate planning and insurance to debt management, tax planning and other financial strategies. He supports Wymer Brownlee financial advisors in developing relationships and helping clients understand the complete picture of their financial landscape. Whitley earned his undergraduate degree in physical education and athletic training from Oklahoma State University and holds an MBA from the University of Central Oklahoma and M.S. in Energy Management from Oklahoma City University. He and his wife, Tracey, volunteer their time to youth and family organizations across the state including Youth Services of Oklahoma County and the Single Parent Support Network.
The addition of these three professionals follows Wymer Brownlee’s announcement in the closing weeks of last year about the strategic expansion of capabilities to afford access to concierge legal services in support of clients’ financial and business planning objectives. With an emphasis on the Oklahoma City market in 2018, the Wymer Brownlee team will continue to expand to meet an evolving industry, client needs and company growth goals.
About Wymer Brownlee
Wymer Brownlee provides holistic financial services to individuals, families and businesses to help them develop and follow through on clear, thoughtful plans to pursue their financial goals. The firm’s services include wealth management, financial planning, tax planning and preparation, business accounting and business consulting. Wymer Brownlee operates five offices in Oklahoma, including locations in Enid, Fairview, Tulsa, Bartlesville and at 13900 N. Portland, Suite 210 in Oklahoma City, Oklahoma, 73134. Its advisors provide wealth management services through HD Vest Investment Services SM. For more information, visit wymerbrownlee.com.
Kyle Brownlee, Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Wymer Brownlee is not a registered broker/dealer or registered investment advisory firm.
Category: Support Staff, Tax and Accounting Team