Best Places to Work - The Journal Record 2018 - Page 35

#2 Small/Medium Employer Website: Twitter Handle: @WBWealthStrat U.S. Corporate Headquarters: Enid, Oklahoma Industry: Financial Services Status: Private U.S. Employees: 52 Oklahoma Employees: 52 Year Founded: 1969 Company Leader: Kyle Brownlee, CEO W ymer Brownlee Wealth Strategies is an integrated financial ser- vices firm with in-house wealth management, tax preparation, accounting and business consulting. The company helps families, individuals and businesses develop and follow through on purposeful plans to achieve their goals – financial or otherwise. “We are just as passionate about our employees thinking bigger and living purpose-filled lives as we are about our clients doing so. We try to make their work environment the best it can be and allow flexibility, incen- tives and other resources to help them plan for tomorrow while they enjoy life today,” said Kyle Brownlee, chief executive officer. Fridays off during the summer, flex time throughout the year, team-building events and a tax season fun plan are aimed at helping employees enjoy today. “We work hard, but we also like each other and believe in our mission. Our workplace is relaxed and low-stress without compromising quality of work,” said Nancy Roeming, director of human resources. “We’re an integrated team and an inspiring place to work.” Company culture is a top priority at Wymer Brownlee as its tax season fun plan focuses on team-building activities throughout the year, including cooking breakfast for colleagues, weekly beer club and sporadic stress breaks for stretching, table tennis, golf putting or 15-minute massages. The Journal Record It’s not uncommon to find dogs or babies at the office on any given day, adding to the energy and feel of a fun workplace. Wymer Brownlee covers a portion of estate planning fees and a $25,000 group term life insurance policy, with no waiting period and at no cost to the employee, for every full-time team member. The firm also matches employees’ charitable contributions – up to $250 per year per employee – to causes they care about and allows additional time off for community service. Each full-time employee also receives a $500 credit toward the prepara- tion of individual tax returns. “Secure, prosperous futures for our families and communities are criti- cally important to our employees’ health and happiness. Planning for and contributing to those futures appropriately is not a message we can preach to our clients without backing it up ourselves via benefits to our employ- ees,” Roeming said. Employee recognition is also important to the firm, which distributes a chairman’s award at its annual two-day company “Advance” – rather than “retreat” – to employees who have demonstrated exceptional perfor- mance. The firm also recognizes employees’ generosity through annual service awards. 2018 Best Places to Work 35