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Team

Our staff of CPAs, CFPs, IRS Enrolled Agents, professional accountants and financial planners is ready to provide both individuals and businesses with a full spectrum of multidisciplinary services designed to help retain and enhance long-term wealth. Our team of professionals delivers personalized services designed to increase opportunities for financial growth while minimizing tax burdens and reducing risk. The firm specializes in evolving, proactive financial services for every stage of life. From individuals to families and small business owners–we provide everything you or your organization need to thrive. Through an affiliation with Avantax Investment ServicesSM, Steven and Tim also have the ability to create sophisticated, personalized portfolios to pursue all your financial planning and investments needs.

To learn more about the Wilson & Associates team, select a name on the list below.

 

Adriane Bradshaw

Office Administrator and Staff Accountant

918-254-5525

Joined SLW: 2005 Specialties: General accounting; estate and trust planning; administrative management techniques. Licenses: Oklahoma Bar Association Education: BSBA in Finance, University of Tulsa; Juris Doctor, Northern Illinois...
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Carmen Feinstein

Financial Services Coordinator

918-254-5525

Joined SLW: 2011Licenses: FINRA securities licenses: Series 63 and Series 7Education: Studied at Oral Roberts University and the University of OklahomaCarmen has over twenty-seven years in the financial services industry. She enjoys...
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Catherine "Katy" Terrell, CPA

Manager

918-254-5525

Joined SLW: 2016 Licenses: Certified Public Accountant, Oklahoma Accountancy Board Education: Bachelor of Business Administration, Harding University Memberships: Oklahoma Society or Certified Public Accountants, American Institute of...

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Debbie Wilson

Human Resources / Office Management Specialist

918-254-5525

Joined SLW: Day oneSpecialties: Client management services; complete payroll services; professional event planning; office administration.Time is every person’s most valuable asset. My goal is to create freedom for my clients from the...
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Deidra Sellers, CPA

Tax Manager

918-254-5525

Joined SLW: 2007Specialties: Business taxation and development; individual taxation, oil and gas taxation.Memberships: Oklahoma Society of Certified Public Accountants. AICPALicenses: Oklahoma State Board Certified Public...
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Delicia Ruggles

Tax Support Specialist

918-254-5525

Joined SLW: 2008Specialties: Administrative support.Education: Graduate of Rhema Bible Training CenterNever, never, never give in! - Winston ChurchillDelicia’s crucial roles for the firm include processing tax returns and maintaining...
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Holly Alcott

Financial Planning Assistant

918-254-5525

Joined SLW: 2017 Specialties: Product Knowledge, Investment Management, Research Education: Bachelor of Science, Oklahoma State University Holly has experience working as a Financial Advisor in St. Louis before moving back to the Tulsa...

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Kathy Fisher, EA

Enrolled Agent / Tax Accountant

918-254-5525

Joined SLW: 2008Specialties: Corporate, partnership and individual taxation; General accounting.Licenses: Enrolled AgentEducation: Associates in Applied Science Accounting, Tulsa Community CollegeIn everything I do, I strive for...
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Nancy Benway, CPA

Tax Manager

918-254-5525

Joined SLW: 2007Specialties: Small business taxation and accounting services; individual taxation.Licenses: Oklahoma State Board Certified Public AccountantEducation: BS in Accounting and Masters in Business Administration from...
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Somer E. Johnson

Tax Accountant / Client Relations Manager

918-254-5525

Joined SLW: Officially in 2007, but worked remotely prior to officially joining the firm. Specialties: Individual taxation; general accounting; financial planning assistance; client relations; event planning Education: BS in Accounting...
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Steven L. Wilson, PhD, CPA, CFP®

Founder

918-254-5525

Joined SLW: Day one! Specialties: Comprehensive tax and financial planning for businesses, individuals, trusts and estates; tax compliance; professional education; entrepreneurial and small business advisory services. Memberships:...
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Teresa Ellis

Accounting Assistant

918-254-5525

Joined SLW: 2007 Specialties: Oil and gas accounting, including record checking and lease preparation; non-profit accounting; small business accounting and financial statement preparation. Education: 16 hours of accounting coursework...
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Timothy W. Cramer, CPA, CFP®

Partner

918-254-5525

Joined SLW: 2007Specialties: Oil & gas accounting and taxation; small business accounting, taxation and retirement plans; individual taxation; financial planning* and individual retirement accounts*.Memberships: American Institute of...

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