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.
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. 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.
Womack Investment Advisers, Inc. is a registered Investment Adviser whose principal office is located in Oklahoma. Womack Investment Advisers, Inc. is also registered in the states of Illinois, Indiana, and Texas. We only transact business in states where we are properly registered, excluded, or exempted from registration requirements.
Womack Investment Advisers, Inc.'s mission is to provide comprehensive wealth management that will help our clients unite with their life goals. We strive to be first in mind when it comes to providing proactive and coordinated financial planning services.
Greg Womack has been an active professional in the financial services industry for over thirty years, and Womack Investment Advisers, Inc. has been in business for over twenty.
He has spent most of his life in Oklahoma and attended Edmond Memorial High School. He’s had numerous titles and jobs throughout his early working years, including owning a landscaping company, being a butcher at a local grocery store, and waiting tables at a Garfield‘s restaurant in Edmond. Greg’s first love and initial study in college was majoring in commercial art. He loves art, but loves working with people even more.
Greg joined MetLife in 1986 and thus began his career in the financial services industry. He later went on to earn his professional certification from the College of Financial Planners and eventually established Womack Investment Advisers Inc. in 2000.
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.
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.
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.
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.
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's son, Weston, was born on February 25, 2018. In her free time, Raegan enjoys hiking, reading, yoga, martial arts, and spending time with her family and friends.
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.
© 2024 All Rights Reserved | Womack Investment Advisers, Inc.
Receive our weekly newsletter!
Thanks! You'll start receiving our newsletter to your inbox weekly! Opt out any time.
Oops, there was an error submitting.
Please try again later.