Our team is made up of accounting and finance experts who are not only knowledgeable but also creative and forward-thinking. We love to think outside the box and come up with new and exciting ways to help our clients achieve their financial goals. We bring the Midwest work ethic to life while serving our clients throughout the Heartland.
We exist to build communities. Our communities give meaning and purpose to our work and help us continually improve through collaboration and shared learning.
To empower operational and strategic decision making to help businesses and nonprofits grow.
Lauren has over 10 years of experience and a strong background in technical accounting and SEC reporting. She has managed financial reporting teams through transformational initiatives including a multi-billion dollar acquisition and the spin-off of a newly-traded public entity. Prior to joining Waymark Advisors, Lauren was a Manager of Complex Financial Reporting at Opportune LLP, an energy consulting firm. She also managed the financial reporting and internal controls group for Archrock, Inc. as well as the financial reporting and corporate accounting group at Southwestern Energy. She began her career in the audit practice of Deloitte.
Lauren is a Certified Public Accountant who attended Louisiana State University (Go Tigers!) where she earned her BS and MS in Accounting.
Ask Lauren about her love of Jeeps, the outdoors, and volunteering for Dana Farber Cancer Institute as an advocate for awareness and support for individuals with young-onset cancer.
Kevin has 20+ years of experience in developing and leading teams and developing and improving processes across industry sectors. Kevin currently serves as the outsourced CFO and Controller for several multimillion dollar companies and not-for-profits. His clients include small to midsize private equity owned companies and not-for-profits with operating budgets ranging from $2 million to $300 million.
Prior to joining Waymark Advisors, Kevin was Managing Partner of Fortna CPA, a public accounting firm specializing in outsourced accounting. He also served as Assistant Controller at New Gulf Resources, a private equity backed oil and gas company, and as Construction Project Team Leader at QuikTrip.
Kevin serves as a board member for several non-profits in support of economic development in Northeastern Oklahoma.
Kevin attended Oklahoma State University where he earned his MBA and Rogers State University where he earned a BSBA in Forensic Accounting. Kevin is a Certified Public Accountant and a Chartered Global Management Accountant.
Ask Kevin which fire he is cooking on today and what recipe he’s perfecting.
Brenda has over 30 years of experience in accounting including Big 4 public accounting, corporate tax accounting and SEC financial reporting. Brenda focuses on operational analysis and financial reporting as well as process optimization. Most recently, Brenda was a Controller at ChampionX, a large publicly traded oil and gas services company.
Outside of the office, Brenda belongs to the Audit Review Committee of the Tulsa Area United Way, and has volunteered for several non-profits including being a board member of the Tulsa chapter of the Accounting and Financial Women’s Alliance and a mentor for Safenet Services, Inc.
Brenda earned her BS in Accounting at the University of Central Oklahoma. Brenda is a Certified Public Accountant and a Chartered Global Management Accountant.
Ask Brenda about pool-time, girls’ trips and her lovely grandbabies.
Amy is the Founder of Waymark Advisors and has 20+ years of experience in transaction advisory, technical accounting and financial reporting. Amy leads teams that support executive management in understanding the structure and implications of complex transactions such as financings and acquisitions. Her clients include private equity owned startup companies and small to mid-size public companies. Amy has strong technical skills and analytical ability.
Prior to founding Waymark Advisors, Amy was a Managing Director at Opportune LLP, an energy consulting firm. She also managed the financial reporting group for Apache Corporation in Buenos Aires, Argentina, and was an audit manager in PricewaterhouseCoopers’ energy practice.
Amy serves as a board member for several non-profits and enjoys sharing her knowledge as a public speaker for the American Institute of Certified Public Accountants, Women’s Energy Network and University of Tulsa’s Master of Energy Business Program.
Amy is a Certified Public Accountant who attended the University of Tulsa where she earned a BSBA in Accounting and a Masters of Information Systems and Accounting.
Ask Amy about her prairie restoration project on her land in Northeast OK.
We are strategically located in Claremore, OK, and you’ll love what that means for you.
We are just off historic Route 66 and close to industrial centers Mid-America Industrial Park, Claremore Industrial Park, Tulsa Port of Catoosa, and Tulsa Port of Inola.
We’re near the Highway 412 corridor between the tech start-up hubs of Tulsa and Northwest Arkansas.
A waymark is an object serving as a traveler’s guide. Waymark Advisor’s name was inspired by our Founder’s love of hiking and Jeremiah 31:21 KJV.
Deliver a WOW experience in every relationship.
Pursue technical excellence and continuous learning.
Be positive, collaborative and flexible.
Be creative and embrace change.
Stay humble and kind.
Our mission is to empower operational and strategic decision making to help businesses and nonprofits grow... because when businesses and nonprofits grow our communities grow too!GET STARTED