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Matthew W

CFP®, CFA®, Series 63

Oklahoma City, OK

Forvis Mazars Wealth Advisors, LLC

Matthew Wahl is a CFP®, CFA®, and holds a Series 63 license with 18 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2022, following a 14-year tenure at BKD Wealth Advisors, LLC. He is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and subsidiary of Forvis Mazars, LLP, serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary investment management, retirement plan consulting, and family-office style services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Kaysha A

Series 63, Series 66

Oklahoma City, OK

Forvis Mazars Wealth Advisors, LLC

Kaysha Andrews is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Arvest Bank, including Arvest Wealth Management. Andrews is based in Oklahoma City, OK. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach and integration of tax and accounting services through its parent company.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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