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

CHRIS CANNIZZARO

Dir. of Client Services
Senior Consultant
Chris is our Director of Client Services and a Senior Consultant. He received a B.A. degree in Business Administration – Accounting and Global Studies, as well as an M.B.A., from Drury University.

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

Consultant
.
Jacob is a 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.

KATLYN PHAM

Assistant Consultant
.
Katlyn is an Assistant 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).

PEGGY SCHADLE

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

SUSAN HUGHES

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

ADELE BEASLEY WEAVER

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

ADONIA HENDRIX

Assistant Consultant
Adonia is an Assistant Consultant. She has earned NIPA certifications for Distribution Administration and Loan Administration.

ALI BEJARANO

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

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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