OUR TEAM

APRIL MITCHELL

Dir. of New Business
Senior Consultant
April is our Director of New Business and a Senior Consultant. She received a B.A. degree in Accounting from Drury University.

CAT NEWMAN

Mgr. New Business Implementation
Senior Consultant
Cat is our Manager of New Business Implementation and a Senior Consultant.

HOLLY FERGUSON

Senior Consultant
Holly is a Senior Consultant and received a B.A. degree from Trinity University in San Antonio, Texas and an M.B.A. from the University of Tulsa.

JACOB REHO

Senior Consultant
Jacob is a Senior Consultant and received a B.A. degree in Business Administration and Finance from the University of Kentucky.

JOHN BEASLEY

CEO
Senior Consultant
John is our CEO, a Director, and a Senior Consultant. He is a CPA and received a B.S. degree in Accounting from Oklahoma State University.

KARI OGLE

CFO
Kari is our CFO and a Director. She manages our firm’s accounting, finance, technology, human resources, and office operations.

PEGGY SCHADLE

Senior Consultant
Peggy is a Senior Consultant. She attended the University of Iowa and Tulsa Junior College.

ADELE BEASLEY WEAVER

Consultant
Adele is a Consultant with a degree in Business and Entrepreneurship from New York University.

SUSAN HUGHES

Senior Consultant
Susan is a Senior Consultant and attended Eastern Kentucky University studying Communications and Business Management. She has earned ASPPA’s designation of Qualified 401(k) Administrator (QKA).

ADONIA HENDRIX

Distribution and Loans Specialist
Consultant
Adonia is a Distribution and Loans Specialist and Senior Consultant. She has earned NIPA certifications for Distribution Administration and Loan Administration.

ALI BEJARANO

Consultant
Ali is a Consultant and received a B.S. in Business Administration with a Major in Marketing and a Minor in Management from Oklahoma State University.

KATLYN PHAM

Consultant
Katlyn is a Consultant and received a B.S. degree in Accounting from California State University – Long Beach and a Bachelor degree in Business Administration - Economics from Da Nang University in Vietnam. She has earned ASPPA’s designation of Qualified 401(k) Administrator (QKA).

A Different Approach

We take a different approach - starting with commitments to our team and to our clients:
To cultivate a workplace environment and culture which fosters happiness, fulfillment,
financial rewards, and health for our employees; and
To create and deliver exceptional and meaningful solutions for our clients.

RESOURCES

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