HD Vest’s Wymer Brownlee Continues Hiring Spree
Wealth management firm Wymer Brownlee, the largest independent advisor affiliate of HD Vest Financial Services, has expanded 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.
Wealth management firm Wymer Brownlee, the largest independent advisor affiliate of HD Vest Financial Services, has expanded 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.
As a Wymer Brownlee tax advisor, Kleinvachter will collect and analyze clients’ financial information to prepare 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, Oklahoma. She attended Northwestern Oklahoma State University and holds bachelors’ degrees in mathematics and accounting.
In related company news, last month Wymer Brownlee expanded its financial planning and tax planning teams with the hiring of Shawn Bean as tax advisor, Deanna Conway as tax coordinator, and Trey Whitley as financial strategist.
Wymer Brownlee offers financial services including wealth management, financial strategies, tax planning and preparation, business accounting and business consulting services and has nearly $600 million in total client assets.
