ENID, Okla., Dec. 18, 2017 /PRNewswire/ -- Wymer Brownlee, a leading independent wealth management firm, has appointed veteran attorney Craig Riffel to the newly-created position of General Counsel, effective immediately. Wymer Brownlee delivers holistically integrated financial planning, investment management and tax advisory solutions to a national client base of high net worth individuals, families and business owners.
Mr. Riffel, who brings 20 years of experience in practicing law, will serve as Wymer Brownlee's top legal strategist on an in-house basis. Previously, Craig Riffel was a Partner at Riffel Law, formerly Mitchel, Gaston, Riffel & Riffel, a leading regional law firm that Mr. Riffel co-founded in 2004.
In a related move, Wymer Brownlee also announced a strategic expansion of its capabilities to deliver access for the firm's clients to concierge legal services in support of their financial and business planning objectives. Legal services will be delivered on a preferential cost basis through a new alliance between Wymer Brownlee and Riffel Law. Going forward, Craig Riffel will maintain an affiliation with Riffel Law for the express purpose of enabling Wymer Brownlee to provide its clients with holistic financial advice that seamlessly incorporates legal, business and tax guidance going forward.
Kyle Brownlee, Chief Executive Officer of Wymer Brownlee, said, "There's no question that retail investors and business owners face considerable uncertainties related to the markets, the economy and the future direction of our nation's tax policies. Our newly launched ability to offer integrated legal guidance further positions Wymer Brownlee to support the broadest possible spectrum of needs that could arise in the personal or business lives of our high net worth clients."
Craig Riffel said, "I'm excited to join Wymer Brownlee as General Counsel, and to provide the firm's clients with access to legal expertise that supports our holistic vision of financial planning that integrates all key aspects of their personal and professional lives. I'm grateful for the opportunity to work with such a forward-thinking and rapidly-growing firm, and I look forward to further contributing to that growth by providing Wymer Brownlee's clients with a service experience that is fully attuned to their unique legal needs."
Mr. Brownlee concluded, "As one of the nation's fastest-growing independent wealth advisory firms, Wymer Brownlee is thrilled to bring on board one of the most successful attorneys in the region as our new General Counsel. Craig Riffel's background and skills in supporting the comprehensive legal needs of high net worth individuals, families and business owners over the course of an impeccable 20-year career make him a perfect fit for our team. Our entire organization is looking ahead to the next chapter of our growth, and Craig's expertise in supporting client service-based businesses in expansion mode will be invaluable to us and, more importantly, our clients."
About Wymer Brownlee
Wymer Brownlee provides holistic financial services to individuals, families and businesses to help them develop and follow through on clear, thoughtful plans to pursue their financial goals. The firm's services include wealth management, financial planning, tax planning and preparation, business accounting and business consulting. Wymer Brownlee operates five offices in Oklahoma, including locations in Enid, Fairview, Oklahoma City, Tulsa and Bartlesville. Its advisors provide wealth management services through HD Vest Investment Services SM.
Kyle Brownlee, Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.
Wymer Brownlee is not a registered broker/dealer or registered investment advisory firm.
SOURCE Wymer Brownlee