Newly Added Marketing Executives to Support Independent Wealth Management Firm’s Fast-Growing Presence in the Region
OKLAHOMA CITY (March 12, 2018) – Wymer Brownlee, a leading independent wealth management firm based in Oklahoma, today announced the expansion of its marketing team with the addition of Christine Golden as director of marketing and Kathy Schwartz as event coordinator. The newly created positions mark the latest in a series of strategic moves, positioning the company for continued growth in the Oklahoma City market, a priority region due to the firm’s expertise in supporting high net worth individuals, families and business owners with ties to the energy sector.
Wymer Brownlee offers a unique service model, integrating tax planning and preparation, business accounting and consulting, as well as wealth management under one roof. Though the company began in Fairview, Okla. in 1969, its Enid headquarters opened in 2004. The firm moved into the Oklahoma City market in 2011, operating near Surrey Hills until its move to 13900 N. Portland late last year. Wymer Brownlee continues to expand – recently hiring additional tax professionals and wealth advisors – and evolve its service offering – recently adding access to legal consultation services to accommodate expanding client needs.
“I believe the holistic, purposeful financial services Wymer Brownlee provides is different than any other firm in Oklahoma, and it’s an approach people genuinely need,” said Kyle Brownlee, Wymer Brownlee CEO and senior wealth advisor. “Given the surging importance of tax-savvy financial planning*, it’s imperative to articulate the unique added value we deliver to clients, especially in our core Oklahoma markets. Christine Golden and Kathy Schwartz each bring an exceptional level of marketing expertise to our team, and they will be pivotal in helping us tell our story more effectively.”
Golden most recently served as group account director for VI Marketing and Branding. She graduated from Oklahoma State University with a Bachelor of Arts in journalism and has spent nearly a decade leading strategic marketing for clients across a wide variety of industries. In her role as director of marketing, Golden will manage all internal and external communications for the company, including public relations, digital marketing and event planning.
In conjunction with the director of marketing, Schwartz will help plan and execute Wymer Brownlee events including client dinners, sponsorships, seminars and an upcoming open house for the Oklahoma City office. She studied mass communications at Northern Oklahoma College and has served in a number of roles from facility manager and customer service to marketing sales representative.
About Wymer Brownlee
Wymer Brownlee offers financial services including wealth management, financial strategies, tax planning and preparation, business accounting and business consulting services. Founded in 1969, the company became Wymer Brownlee in 2001 and has offices in Tulsa, Enid, Fairview, Bartlesville and at 13900 N. Portland, Suite 210 in Oklahoma City, Oklahoma, 73134. For more information, visit wymerbrownlee.com.
*+Kyle Brownlee is a Registered Representative. *Securities offered through H.D. Vest Investment ServicesSM Member SIPC +Advisory Services offered through H.D. Vest Advisory ServicesSM
Wymer Brownlee is not a registered broker/dealer or registered investment advisory firm.
Category: Leaders, Support Staff
