The Womack Advisers Team



        



Ryan Butts is an Associate Wealth Advisor.  He works directly with the Firm's wealth management relationship at Kirkpatrick Bank.  Ryan provides insurance and wealth planning services to all age groups, especially retirees who want to protect their wealth and income stream.

His experience includes past positions with Smith Barney, UBS and Mass Mutual.  He has been with Womack Advisers since 2005.

Married to Katy and residing in Edmond, Ryan spends his spare time enjoying golf, fly fishing and OU football.  He donates his time to Habitat for Humanity and enjoys the satisfaction of seeing a home built from the ground up. 

Ryan believes that Womack Advisers offers him a unique opportunity to work with individuals and businesses as they move toward their financial goals.   Ryan is currently enrolled in the College For Financial Planning course to obtain his Certified Financial Planner's designation.


 



Jeri Rivera is our Client Services Manager.  She is responsible for assuring that our clients receive the appropriate service and most targeted answers to financial matters.

Jeri holds the team together and provides support at all levels of client interaction.  Her background includes management positions with Wells Fargo Bank,  but her passion for the clients and the field of financial advisement has been realized at Womack. 

"I have developed a very special relationship with our clients.  They often make me laugh and a few times cry in empathy.  I  want to do everything I can to provide excellent  service and make our clients feel very cared for  as they trust us in this delicate and personal area of finances," says Jeri.

Jeri is married and has two children - ages 24 and 19.  She spends her outside time with her husband and her dogs.  She is also an avid music lover.  Her charitable activities include the American Heart Association and Hope for Honduras.

 

 

 

 Amber Johnson is responsible for Client Services and administrative duties.  Amber's role will develop into Client Concierge Services for the firm in the coming months.  Her background in sales support, marketing and administration is an asset to our growing firm.  Amber enjoys spending time away from the office with her husband, son and daughter.

 

   

 

 

 

Jeff  Beattie is a  Portfolio Strategy Assistant specializing in equity options.  He provides valuable analysis of market opportunities suited to individual financial plans.