Our specialized team of licensed professionals guides you through every aspect of your financial journey—from tax preparation and payroll to investments, estate planning, student loans, insurance, and governmental compliance. We prioritize your financial success at every stage.
MEET THE TEAM
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Founded in 1980, Dick & Sharron Wells built Wells, Wann & Company, CPA, P.C. on a foundation of excellence. Their experience, rich knowledge, and love for people have guided our firm for over four decades. Today, we honor their legacy by providing holistic accounting solutions prioritizing quality and integrity to ensure your lasting financial success.
Our History
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HERE'S MY STORY
With over a decade in public accounting, I combine technical expertise with holistic financial planning. My journey began at the Oklahoma State Auditor and Inspector's office, leading to CPA licensure in 2017. Driven by a passion for integrated client care, I've expanded my expertise to include CFP, PFS, and CSLP certifications—making me one of the few professionals in Oklahoma offering this unique combination of tax and student loan planning credentials.
My roots in an Oklahoma cattle ranch have instilled in me the values of hard work and stewardship—principles I apply daily in financial planning and personal life. These values guide my commitment to serving clients' best interests with the same dedication I bring to serving my family. Along with working with numbers, I enjoy starting the day with black coffee, practicing music, exploring the great outdoors, and cherishing time with my wife and children.
Meet Nickolas E. Wann, our managing partner.
CPA/PFS, CFP®, CSLP®
Shareholder
Our Team
Sherri stone
darlene Thompson
Candence Adams
Nancy King
Clay Caughern
Krista Lloyd
Kindra Thomas
Sharron Wells
kerstine sims
Spencer wells
Payroll Clerk
We provide holistic accounting expertise with a personal touch, delivering precise solutions that align with your financial success.
Office Administrator
Office Administrator
Staff Accountant
Enrolled Agent
Payroll Clerk
Office Administrator
Enrolled Agent
Staff Accountant
Staff Accountant
Certified Public Accountant
Ron Hall
Certified Public Accountant
Julie wells
Certified Public Accountant
Sheri Carter
Certified Public Accountant
Levi Chuculate
