Kleinvachter Expands Tax Team Expertise, Serving Clients of Fairview Office
FAIRVIEW, Okla. (March 5, 2018) – Wymer Brownlee, a leading independent wealth management firm based in Oklahoma, today announced the expansion of its tax team with the hiring of Chelsey Kleinvachter as a tax advisor in the Fairview office – one of the firm’s five Oklahoma locations. Wymer Brownlee’s tax team provides federal, state and local tax expertise to high net worth individuals, families and business owners across the state.
“Wymer Brownlee clients benefit from our in-depth knowledge of the latest tax reforms and expert guidance so they can confidently navigate the murky waters of taxes and accounting,” said Kyle Brownlee, Wymer Brownlee CEO and senior wealth advisor. “With the recent tax reforms, it’s more important than ever to have professionals in your corner helping you seize opportunities and minimize tax liabilities. We’re proud to welcome Chelsey to our growing team, and her hiring in the Fairview office demonstrates our commitment to provide top-quality services to clients in every office across the state.”
As a Wymer Brownlee tax advisor, Kleinvachter will collect and analyze clients’ financial information to prepare timely and accurate federal, state, local and special tax returns. In addition, she will determine each client’s tax liability and collaborate with in-house wealth advisors to maximize tax benefits in conjunction with the clients’ long-term financial plans.
Kleinvachter most recently served as an accountant assistant at ENJ Financial, formerly K Forell & Associates PLLC, in Alva, Okla. Her responsibilities included client bookkeeping and tax planning and preparation. She attended Northwestern Oklahoma State University where she achieved academic scholarships and recognition as the 2017 outstanding accounting student. Kleinvachter obtained a Bachelor of Science in mathematics and served as a teaching assistant for algebra. She completed an additional bachelor’s degree in accounting in December.
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, Oklahoma City, Bartlesville and at 126 S. Main in Fairview, Oklahoma, 73737. 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: Tax and Accounting Team