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.
Client Relationship Specialist / Social Media Coordinator
Raegan Thornhill has been with Womack Advisers since July of 2015. She handles client servicing needs, processes new accounts, and coordinates our social media platform. 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.
You can contact Raegan by phone: 405-340-1717 or email: firstname.lastname@example.org