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.
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...
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...
Human Resources / Office Management Specialist
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..
Tax Accountant / Client Relations Manager
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...