Womack Investment Advisers
 
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Our Staff

Our seasoned team of financial planners offers you personalized attention and backs it up with results.
 
Greg K. Womack, CFP
President & Principal

Greg formed Womack Investment Advisers Inc. in 2000 and has built his practice on the use of individualized financial plans designed to help clients make meaningful steps toward their life goals.

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Jeri Rivera
Client Services Manager

Jeri is responsible for assuring clients receive the appropriate service and most targeted answers to financial matters.

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Ryan Butts, CFP
Associate Wealth Advisor

Ryan provides insurance and wealth planning services to all age groups and focuses on assisting retirees who want to protect their wealth and income stream.

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Jeff Beattie
Portfolio Strategy Assistant

Jeff is a portfolio strategy assistant specializing in equity options. He provides valuable analysis of market opportunities suite to individual financial plans.

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Ann Bihm
Administrative Assistant

 

Ann is the gateway to Womack Investment Advisers as she is the initial contact for our investment firm.   

 

 

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Michelle Fritz
Administrative Assistant

Michelle provides assistance to the strategy experts on board and helps to ensure clients have a positive experience with their relationship with Womack Investment Advisers.

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Greg K. Womack, CFP
President & Principal


Greg formed Womack Investment Advisers Inc. in 2000 and has built his practice on the use of individ...

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1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091