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.
Jeri is responsible for assuring clients receive the appropriate service and most targeted answers to financial matters.
Jeff is a portfolio strategy assistant specializing in equity options. He provides valuable analysis of market opportunities suite to individual financial plans.
Ann is the gateway to Womack Investment Advisers as she is the initial contact for our investment firm.
David is an Associate Wealth Advisor with Womack Investment Advisers. Although the newest member of the firm, he is by no means new to the financial services industry.