Windle Wealth

Shea Brown is a financial advisor at Windle Wealth with a Series 65 designation and one year of industry experience. Prior to joining Windle Wealth, Shea worked briefly at Prime Wealth Management and has experience outside finance, including roles in education at the University of Oklahoma and local schools. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation. The firm emphasizes fundamental analysis with a focus on income-producing equities and offers services including estate-planning access and cryptocurrency advisory within defined exposure limits.

Donald Windle III is a CFP® with 17 years of industry experience and has been with Windle Wealth since 2014. Prior to founding Windle Wealth, he worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, he is a songwriter with a minority ownership in Fist of Five, LLC, and contributes articles on digital assets for CoinDeesk. Windle Wealth serves individuals, high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management alongside financial planning, pension consulting, and tax preparation services. The firm emphasizes income-producing equities and offers estate-planning access through Wealth.com, held-away retirement account management, and advisory services on cryptocurrencies within written exposure limits.