Greg Womack, CFP
President & Principal
For more than 25 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic delivery of financial core concepts makes him a great guest speaker for any organization.
He received his professional CFP license from the College of Financial Planners, headquartered in Denver, Colorado. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm in Oklahoma, and he is also registered with the California Securities Department.
Greg has previously served as the Edmond Library Commissioner with the Metropolitan Library System. He is involved with the Edmond Mayor’s Prayer Breakfast, and served as the first Chairperson of the Edmond Alarm Review Board. Greg is an alumnus of Leadership Edmond, and graduated from the first class of the Edmond Citizens Police Academy. Greg is a 1981 graduate of Edmond Memorial High School, and has been a Rotarian since 1990.
Greg and his dedicated staff focus on providing clients with a wide range of 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 take meaningful steps towards their life goals. His authored book Wisdom and Wealth gives readers a solid understanding of how to create, preserve, and continue their wealth and well-being.
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.
Portfolio Strategy Assistant
Jeff Beattie is a Portfolio Strategy Assistant specializing in equity options at Womack Investment Advisers. He provides valuable analysis of market opportunities suited to individual financial plans.
Jeff resides in Indiana with his wife, Kari, and their two kids, Christian and Kinley.
Client Relationship Specialist / Marketing Director
Raegan Thornhill has been with Womack Advisers since July of 2015. She handles client servicing needs, processes new accounts, coordinates our social media platform, and integrates all marketing and special events. She loves interacting with clients, making sure they feel appreciated and taken care of.
Raegan married Taylor Thornhill in February of 2016. They enjoy spending time with their shih tzu, Chewie, and attending Heritage Presbyterian Church. In her free time, Raegan writes and edits for a Christian women’s magazine. She loves the outdoors, running, martial arts, and photography.
Director of Operations & Client Services
Jennifer Prentice oversees daily operations, billing, and client service requests at Womack Investment Advisers. 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, walking her dog, and spending time with her family.
You can contact Jennifer by phone: 405-340-1717 or email: firstname.lastname@example.org
Megan Rawson is our receptionist, scheduler, and client concierge. She joined our team in June of 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 and her husband, Derik, are proud parents of a beautiful daughter, Caroline, who was born in December 2017. As a family, they love taking adventures and getting involved in their community. In her free time, Megan enjoys arts and crafts, watching her favorite TV shows, and spending time with her family and friends.
You can contact Megan by phone: 405-340-1717 or email: email@example.com