The Team

Williams, Self & Associates
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Kyle Louis Williams

Kyle Louis Williams

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

Bachelor of Science in Business Administration, Oklahoma State University, 1993.
CA Insurance #0E90199 AR License #6068788

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Drew Self

Drew Self

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

Master of Business Administration from Southern Nazarene University
CA Insurance #0M05216 AR License #7318565

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Matthew Hechtner

Matthew Hechtner

Associate Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances

Education

Bachelors of Science in Business Administration, Oklahoma State University, 2014

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Our Staff

Melanie A. Duff

Melanie A. Duff

Paraplanner

Office Manager
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Qualifications

  • Series 7 & 66 Licensing
  • Oklahoma Insurance Producer License
Elizabeth C. Potter

Elizabeth C. Potter

Client Service Specialist

Executive Assistant
Vanessa Driggers

Vanessa Driggers

Client Service Specialist

Alysha Dailey

Alysha Dailey

Paraplanner

Event Planner
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Qualifications

  • Series 7 & 66 Licensing
Rebecca Harkey

Rebecca Harkey

Financial Planning Specialist

Investment Specialist
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Qualifications

  • Series 7 & 66 Licensing
  • Oklahoma Insurance Producers License