Our advisors

Kyle Louis Williams

Kyle Louis Williams

CFP®, APMA®, CRPC®, CKA®

Private Wealth Advisor

Managing Partner
Learn more about Kyle Louis Williams Visit Kyle Louis Williams's website
Drew Self

Drew Self

MBA, CFS®, APMA®, AIF®

Financial Advisor

Managing Partner
Learn more about Drew Self Visit Drew Self's website
Matthew Hechtner

Matthew Hechtner

CRPC®, AIF®

Associate Financial Advisor

Investment Specialist
Learn more about Matthew Hechtner Visit Matthew Hechtner's website

Our team

Melanie Duff

Melanie Duff

Paraplanner,

Office Manager

Qualifications

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

Elizabeth Potter

Client Service Specialist,

Executive Assistant
Vanessa Driggers

Vanessa Driggers

Client Service Specialist

Alysha Dailey

Alysha Dailey

Paraplanner,

Event Planner

Qualifications

  • Series 7 & 66 Licensing
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Rebecca Harkey

Rebecca Harkey

Financial Planning Specialist,

Investment Specialist

Qualifications

  • Series 7 & 66 Licensing
  • Oklahoma Insurance Producers License
View more