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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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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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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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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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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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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Debbie Wilson

Human Resources / Office Management Specialist

918-254-5525

Joined SLW: Day one Specialties: 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...
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Adriane Bradshaw

Office Administrative Coordinator

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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