Edmond, Oklahoma

Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management and an Investment Advisor Representative with WCG Wealth Advisors, LLC. Darlene has been in the financial services field for 34 years, managing investments for her clients for over 26 years and holds the following securities registrations: Series 7 and 63 held with LPL Financial and 65 held with WCG Wealth Advisors, LLC., as well as Life/Variable Annuity, Disability and Long Term Care insurance licenses.

Edmond Wealth Management specializes in developing and implementing financial plans for private clients. Our firm incorporates advanced tax planning techniques to potentially minimize income and estate taxes, and focuses on multi-generational wealth management.

Darlene has worked in the investment services industry since 1994 specializing in working with people who are retired, or preparing for retirement and specifically utilizes a financial planning approach that focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. This allows her to tailor her client's wealth management strategy based on their individual planning needs, objectives and goals.

Darlene was born in Canada and moved frequently with her military family while she was young. They returned to Oklahoma because out of all of the places they had lived, her parents felt like Oklahoma was the best place to raise a family. She has resided in the Oklahoma City area since 1972 and currently lives in Edmond. Darlene is a member of the Financial Planning Association^® (FPA^®), the Association for Financial Counseling and Planning^® (AFCPE^®), and the Edmond Chamber of Commerce. Darlene is a graduate of the Edmond Citizen’s Police Academy (ECPA). Darlene attended Rose State College in Midwest City and The American College. Darlene has one son. Her hobbies include leather crafting, traveling, quilting and collecting postcards from her clients.

Lynn Bilodeau is a wealth advisor who specializes in estate planning issues as he has background as an estate planning attorney.

When working as an estate planning attorney Lynn often worked alongside financial advisors and planners. Because so many clients were asking him for input on financial decisions, Lynn decided to branch out into the investment arena in 2008 having earned the Series 7 securities registration which is held through LPL Financial and series 66 held through both LPL Financial and WCG Wealth Advisors, LLC. He also holds Life, Health and Variable Annuity, Disability and Long-Term Care insurance licenses in Oklahoma. Lynn is a partner at Edmond Wealth Management and is an Investment Advisor Representative with WCG Wealth Advisors, LLC.

Lynn graduated from the University of Central Oklahoma, formerly Central State University, in Edmond and attended the University of Oklahoma School of Law. He raised three children, all of whom live close by, and come over for dinner regularly. He also has two stepchildren and three grandchildren. He has always said the most fun he had at any job was that of being a father. Lynn and his wife Sherri love to host the extended family gatherings at their Guthrie home. Lynn loves to work on classic cars, doing restoration and mechanical work.

Lynn & Sherri have become very involved in their Guthrie Community. Lynn chairs the Historic Preservation Commission. They recently formed a nonprofit, the State Capital Publishing Museum, for the express purpose of acquiring the State Capital Publishing Museum building from the State of Oklahoma (OHS) for purposes of restoring the building, and re-opening it as a museum. The new nonprofit now has ownership of the building and is working with an 8-member Board of Directors to begin restoring the building. Lynn serves as the unpaid CEO of the Corporation.

You could say that being a financial advisor is actually Lynn’s fourth vocation. He was a youth minister for eight years, started and owned an auto repair business for seven years (which his nephew still owns and operates), and has been practicing law for over 30 years. He considers being a financial advisor an impactful way to leverage his estate planning background.

Sherri Bilodeau serves as client services assistant to Edmond Wealth Management Partners and Wealth Managers, Darlene Shipe and Lynn Bilodeau.

Originally from Northern California, Sherri obtained her Paralegal Certificate from Canãda Community College in Redwood City, California in 1991. She worked as a legal secretary and paralegal in Northern California for approximately 7 years before starting a family and becoming a full-time homemaker. Sherri moved to Edmond in 2004 and returned to the workforce in late 2005.

Lynn and Sherri were married in July 2010 and have a blended family of five children. They also have twin grandsons and a granddaughter. The family gets together every other week for family dinner.

Sherri and Lynn do almost everything together. Home remodeling and improvement projects are always ongoing, as well as car restoration hobbies. They are also very involved in a recently formed nonprofit, the Guthrie Tomorrow Coalition, dba State Capital Publishing Museum. The nonprofit was formed for the express purpose of acquiring the State Capitol Publishing Museum building from the Oklahoma Historical Society (OHS) in order to restore and reopen it as a museum.