About Us: Financial Advisors You Can Trust


Do you want to be financially secure? Do you have a plan for your future? Do you want to protect your assets?


It's time to take action. Whether you are just starting out in life or moving through retirement, Womack Investment Advisers, Inc. (WIA) can help you create a road map that will guide you along the way. Our team of expert wealth management professionals is here to make sure that your financial security is never compromised.


Our experienced wealth managers have over 30 years of financial planning and wealth management experience in Edmond, OK. We have helped thousands of clients with their finances and investments during that time.


Whether you need help managing your retirement or want to make sure you're growing your assets for the future, our investment advisors can help.

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Independent Advice


We are not employed by outside firms, we do not subsidize proprietary products, and we use our own independent research to direct and guide our clients.

Experience


With more than 30 years in the financial services business, our clients know we offer exceptional service and sound solutions; many of them have been with us for over a decade.

Contrarian Approach


We use alternative investment strategies that can help provide better diversification compared to traditional methods. We recommend private equity and non-traded real estate investments to clients. We also provide advice and suggestions for emergency preparedness.

Excellent Service


Your plan is top-of-mind for us. We perform regularly scheduled reviews based on your service level. We provide personalized attention from our seasoned staff, from educational workshops and events, and from access to the Womack Wealth Management website.

Our Financial Advisors

Greg Womack

Greg Womack

President & Principal


For over 30 years, Greg Womack has been an active professional in the financial services industry.


He has spent most of his life in Oklahoma. As a graduate from Edmond Memorial High School, Greg worked his last two years full-time at a local grocery store. He’s had numerous titles and jobs throughout his early working years, including his own landscaping company and a butcher at a local grocery store, Wynn’s IGA. He also spent time in the restaurant business where he helped open the first Garfield‘s restaurant in Edmond. Greg’s first love and initial study in college was majoring in commercial art. Although he loved art, his real love was working with people. That’s when he decided to enter into finance.


Greg joined the life insurance business with MetLife in 1986 and thus began his career in the financial services industry. After his first two years, Greg was appointed as one of the youngest branch managers in the region. Although he loved managing and working with other advisors, his real desire was to work directly with clients in their planning. This evolved into eventually establishing his own fee-based firm, which is now Womack Investment Advisers Inc., in 2000.


Greg serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. WIA is an independent registered investment advisor with Oklahoma, California, Indiana, Illinois, and Texas Department of Securities.


Greg and his dedicated staff focus on providing clients with a wide range of financial planning services with an emphasis on investment management and fee-based planning. He has built his practice on the use of individualized financial plans to help clients make meaningful steps toward their life goals.


He is a frequent guest on local television stations as a financial expert and has appeared numerous times on CNBC TV as a guest expert. Greg writes and speaks frequently on a wide range of financial planning topics. He has authored numerous articles and has been quoted in nationwide publications, including: Barron’s, The Wall Street Journal, Kiplinger’s, USA Today, U.S. News & World Report, and TheStreet.com.

Greg had the privilege of being one of the 44 ambassador delegates on the Financial Planning Association’s People to People Ambassador Trip to mainland China. There he gained an understanding of the Chinese financial planning profession, fellow Chinese practitioners, and the Chinese people.


His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization.


In his spare time, Greg loves to travel, read books (especially the Bible and Old Testament history), fish, and spending time with friends and loved ones. His love for the outdoors includes spending many summers in Montana riding horse-back into the mountains and camping in the wilderness for a week at a time with his uncle and son Gregory. He also enjoys spending time with his grandsons, Weston and Julian.

Contact Greg

Jeff Beattie

Portfolio Strategy Assistant


Jeff Beattie has been with Womack Investment Advisers, Inc. for over 20 years.


He is our Portfolio Strategy Assistant specializing in Equity Options. He provides valuable analyses of market opportunities suited to individual financial plans.


Jeff resides in Indiana with his two kids, Christian and Kinley.


Contact Jeff
Jeff Beattie
Brandon Tontz

Richard A. Feely, O.D.

Precious Metals Advisor


Dr. Feely is a former president of his national medical specialty and subspecialty organizations; the American Academy of Osteopathy and the Cranial Academy. He is married to his wife Carol for 48 years with grown children in who live in Indianapolis and Denver. Dr Feely is a Knight of Malta in Obedience and enjoys fishing and bagpiping.


Private Practicing Osteopathic Physician - Chicago.


Registered Investment Advisor Associate with Womack Investment Advisers, Inc. Edmond, OK Since 2006.


Involved in Gold and Silver Investing, stocks, ETFs, Bullion, Numismatics and former director-research for Trinity Capital Asset Management [a gold & silver hedge fund].


Member: National Coin & Bullion Dealers, Chicago Coin Club, PCGS collector.


Contact Dr. Feely
Jennifer Prentice

Jennifer Prentice

Director of Operations



Jennifer oversees daily operations and billing at Womack Investment Advisers, Inc.


She loves problem solving and helping clients any way she can. Her goal is to ensure our clients receive personalized attention and efficient support for any service need they have.


Prior to Womack Investment Advisers, Jennifer managed the communications department for a large hospital in the Kansas City area.


She began her career as a high school English and Drama teacher and later worked in publishing as a marketing coordinator and publicist.


She is also a freelance writer and editor and has more than 20 years of managerial and customer service experience.


In her spare time, Jennifer enjoys reading, traveling, watching football, shopping at flea markets, and spending time with her family.

Contact Jennifer

Raegan Thornhill

Director of Marketing & Client Services


Raegan has been with Womack since 2015. She oversees and handles our client servicing needs, processes new accounts, coordinates our social media platform, and integrates all marketing and special events.


Raegan’s background is in personal training and fitness. She uses those same interpersonal skills to make sure our clients feel appreciated and taken care of.


Raegan married Taylor on February 19, 2016. Their son, Weston, was born on February 25, 2018.


In her free time, Raegan enjoys hiking, reading, yoga, martial arts, and spending time with Weston.

Contact Raegan
Raegan Thornhill
Megan Burke

Megan Burke

Administrative Assistant


Megan Burke is our receptionist, scheduler, and client concierge.  


She joined our team in June 2017 and has really enjoyed getting to know our clients. Her top priority is making sure Womack Investment Advisers’ clients are contacted regularly and taken care of.


Megan is a native Oklahoman and grew up around the OKC metro area.


She is a proud mom of a beautiful daughter, Caroline, who was born on January 2, 2018.


She loves being adventurous and getting involved in her community. In her free time, Megan enjoys photography, arts and crafts, watching her favorite TV shows, and spending time with her daughter and friends.


Contact Megan

We Want to Inspire Your Vision


We are your coaches, providing resources, leadership, and counseling to help clients reach their potential. We provide strategies to protect our clients’ wealth and help them grow it. Our goal is to enhance the lives of our clients and their families. We believe one should be much better off from having worked with us.


At Womack Investment Advisers, we work with you to expand your wealth, and safeguard it from unforeseen circumstances. We want you and your family to get the most potential benefit from working with our trusted team of financial experts. We will make sure you can utilize our services in the best way that fits your budget and needs as an investor.


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