Womack Investment Advisers
 
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Our Staff

Jeri Rivera

Client Services Manager

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 financial field 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. 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.
 

 
         
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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