About Us

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OUR HISTORY

ABOUT WOMACK INVESTMENT ADVISERS

With more than 30 years of experience in financial planning and wealth management in Edmond, Oklahoma, Womack Investment Advisers has guided thousands of individuals, families, and businesses toward long-term financial success.

Our seasoned wealth managers are dedicated to helping clients protect and grow their assets through personalized strategies built on trust and independence.

Unlike commission-based firms, we are independent and fee-only. We are not employed by outside companies, do not promote proprietary products, and rely on our own in-depth, independent research to create tailored solutions.

Our approach includes alternative investment strategies designed to strengthen diversification beyond traditional methods. We may recommend options such as private equity and non-traded real estate investments, as well as strategies for emergency financial preparedness.

Womack Investment Advisers, Inc. is a Registered Investment Adviser with its principal office located in Oklahoma. We are also registered in Illinois, Indiana, and Texas, and conduct business only in states where we are properly registered or exempt from registration requirements.

MEET OUR TEAM

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GREG WOMACK

President & Principal

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. 

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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.

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DR. RICHARD FEELY, D.O., FAAO, FCA

Dr. Richard Feely has been affiliated with Womack Investment Advisers for over 15 years, contributing his specialized knowledge in numismatics and precious metals. With more than 20 years of experience in the field, Dr. Feely provides insights into the precious metals market, including macroeconomic trends and sector developments.

He manages a precious metals portfolio for select WIA clients and authors the monthly newsletter, Precious Metals Outlook, which offers educational commentary on metals and mining investments. This publication is intended for informational purposes only and does not constitute a recommendation to buy or sell any security.

Dr. Feely is also a recognized figure in the numismatic community, having received awards for excellence in gold coin collecting at national events such as the American Numismatic Association’s World’s Fair of Money.

In addition to his investment-related work, Dr. Feely is a retired Clinical Associate Professor from Midwestern University in Downers Grove, IL, where he taught for 44 years. He is board-certified in Osteopathic Manipulative Medicine and Medical Acupuncture, and continues to treat a limited number of patients in Carmel, Indiana, specializing in neuromusculoskeletal pain.

Dr. Feely resides in Indianapolis with his wife Carol and extended family. His personal interests include numismatics, fishing, and playing the bagpipes.

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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.

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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'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.

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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.