Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Kyle Louis Williams

CFP®, APMA, CRPC, CKA®, CFS®

Private Wealth Advisor

Managing Partner of Williams, Self & Associates
Learn more about Kyle Louis Williams Visit Kyle Louis Williams's website

Drew Self

MBA, CFS®, APMA, AIF®

Financial Advisor

Managing Partner of Williams, Self & Associates
Learn more about Drew Self Visit Drew Self's website

Matthew Hechtner

MSFP, CFP®, CRPC, APMA, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Matthew Hechtner Visit Matthew Hechtner's website


Our team

Melanie Duff

Melanie Duff

Paraplanner,

Office Manager

Qualifications

  • Series 7 & 66 Licensing
  • Oklahoma Insurance Producer License
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Elizabeth Potter

Elizabeth Potter

Client Service Specialist,

Executive Assistant
Alysha Dailey

Alysha Dailey

Paraplanner,

Event Planner

Qualifications

  • Series 7 & 66 Licensing
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Laurin Graham

Laurin Graham

Client Service Specialist,

Event Planner
Luke Gentry

Luke Gentry

Investment Specialist

Qualifications

  • Series 7 Licensing

  • Series 66 Licensing

  • APMA™ Accredited Portfolio Management Advisor™

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