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 Cetera Financial Specialists, 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.
Steven L. Wilson, PhD, CPA, CFP®
Founder
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:...
Nancy Benway, CPA
Tax Manager
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...
Deidra Sellers, CPA
Tax Manager
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...
Timothy W. Cramer, CPA, CFP®
Partner
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...
Somer E. Johnson
Tax Accountant / Client Relations Manager
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...
Debbie Wilson
Human Resources / Office Management Specialist
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...
Teresa Ellis
Accounting Assistant
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...
Carmen Feinstein
Financial Services Coordinator
Joined SLW: 2011 Licenses: FINRA securities licenses: Series 63 and Series 7 Education: Studied at Oral Roberts University and the University of Oklahoma Carmen has over twenty-seven years in the financial services industry. She enjoys...
Holly Alcott
Wealth Management Coordinator
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..