General Info

Managing your financial life can be as complicated as running another business. We can be your guide for the financial journey. We help you navigate all stages of your financial life with more confidence. Who can benefit most from our services? Families and business owners with financial, tax, or investment concerns, or who wish to plan prudently for their financial future benefit from our services. Individuals who desire a more comprehensive and sophisticated level of tax or +investment planning often find our services appealing. Absolutely. Each member of our team signs a Code of Ethics to assure confidentiality of your information. We provide sound financial planning advice regarding taxes, +investments, ^insurance, estate planning, retirement, small business solutions and general financial matters pertinent to families & business owners. We offer ongoing service, periodic reviews, day to day business consultation as necessary, and tax projections. We are here to help you navigate anything that impacts your financial life. * Kyle Brownlee, Aaron Brownlee, Stephen O'Neill, Jamie West, Chuck Lipps are registered representatives registered to transact business with clients in OK. Kyle Brownlee is also a registered representative in AR, CA, FL, KS, KY, LA, MO, NC, NE, NY, TX, UT, VA. Stephen O'Neill is a registered representative in TX. Jamie West is a registered representative in CO, IN, KS, NM, TX. Chuck Lipps is a registered representative in AR, KS, MO, TX. Kyle Brownlee, Chuck Lipps, Jamie West are advisory licensed in the following states: OK. Kyle Brownlee is also an investment advisor representative in AR, GA, KS, NE, TX, VA, WA. Kyle Brownlee, Aaron Brownlee, Chuck Lipps, Jamie West are insurance agents licensed in OK. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non subsidiaries of Wells Fargo & Company 110 N. Independence, Enid, OK 73701 580.237.0060 Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value