Some companies are built on numbers, but Wymer Brownlee Wealth Strategies was built on trust and gratitude. Since 1969, the independent Oklahoma firm has believed that caring for people isn’t a footnote to financial planning; it’s the foundation. It comes from seeing a client’s whole life, not just their portfolio. That philosophy still guides every client relationship more than five decades later.
From a kitchen table in Fairview, Oklahoma, Deane Wymer started an accounting practice with a simple commitment to putting people first. Today, that legacy is continued at Wymer Brownlee’s Oklahoma City office, where CEO and Senior Wealth Advisor Kyle Brownlee, alongside Senior Wealth Advisor Aaron Waters and Client Services Manager Heather Haynes, lead with that same conviction.
At Wymer Brownlee, wealth isn’t only measured in dollars. It’s measured in time, family, and the moments that matter most. Their team of wealth advisors, tax preparers, and accountants all work under one roof, building strategies that consider a client’s full financial picture and the dreams behind it.
Giving back takes many forms at Wymer Brownlee, and each year, the firm especially looks forward to its Grants for Gratitude program, honoring Oklahoma teachers who make a lasting difference in the communities they serve.
Kyle, a former Forbes Finance Council member and recipient of CPA Technology Advisor’s “40 Under 40” recognition, is joined by Aaron and Heather, who have each been with the firm more than a decade. For them, being a trusted partner means knowing a client’s family, celebrating when their dreams become reality, and walking alongside them through life’s changes.
More than 55 years after its founding, Wymer Brownlee continues to prove that success is about more than growing wealth. It is about showing up for people, giving generously, and remaining grateful for every moment of it.
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
16328 Muirfield Pl, Edmond, OK 73013 | 405.748.4000 | wymerbrownlee.com
