Accounting Software 411 Features H.D. Vest Advisor Kyle Brownlee on Using High-Tech Tools to Manage Financial Services

For Immediate Release

PR Contact: Susan Patrick
H.D. Vest Communications Consultant
(972) 870-6149
pr@hdvest.com
www.hdvest.com

In the December 2007 issue of Accounting Software 411’s The Insider, H.D. Vest Advisor Kyle Brownlee shares his thoughts on adding financial services to a tax practice, using technology and the biggest challenge as a financial advisor. As CEO of Wymer Brownlee Tax and Financial Management, Brownlee is dedicated to offering comprehensive financial services through technology – and good-hearted compassion for his clients’ needs. He was recently honored as one of CPA Technology Advisor’s "40 under 40."

How did the idea for the firm come about?

“Wymer Brownlee started about 40 years ago as a general tax practice in a small rural town in Oklahoma. The vision for what Wymer Brownlee has become today really changed in 1998 after I joined the firm. I felt a move toward a comprehensive financial [services] and tax planning firm would best serve our clients. Previously, I practiced in a large regional public accounting firm, and prior to that, I was a youth minister.”

What are some of the benefits of offering comprehensive financial services compared to just tax?

“The benefits are all focused on the client, and there is so much more involved than simply offering a compliance service. When we provide a tax return – we are just being compliant. It is important and honorable, but I don’t believe we are really adding value to families or helping those families create better futures with just a tax return. Flipping that to the investment side, if clients are not provided solid tax advice in regard to their investments then they are vulnerable as well. With comprehensive financial services, we are helping them address all the issues that impact their financial lives.”

To read the complete article, please click here to go to Accounting Software 411.

More information about H.D. Vest can be obtained on their website: www.hdvest.com.

About H.D. Vest, Inc.

Based in Irving, Texas, since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,500 independent contractors manage over $25 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.

Securities offered through H.D. Vest Investment Services^SM , Member SIPC,
Advisory services offered through H.D. Vest Advisory Services^SM ,
non-bank subsidiaries of Wells Fargo & Company,
6333 N. State Highway 161, Suite 400, Irving, TX 75038 (972) 870-6000.