The people who work at Wealth Management Strategies not only have the knowledge and experience to help you pursue your retirement goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Jearl started Wealth Management Strategies in January 2009 to provide invaluable assistance to his clients as our president and owner. He has more than 20 years' experience in portfolio management and retirement planning. In addition, Jearl has 29 years of financial management experience with publicly traded and privately held companies. After receiving a BSBA in accounting at the University of Tulsa, Jearl subsequently became a CPA, a licensed insurance agent, an investment adviser representative of Commonwealth Financial Network®, a CERTIFIED FINANCIAL PLANNER® practitioner, and a Chartered Retirement Planning Specialist®. Jearl is active in professional and civic organizations and is a member of the Oklahoma Society of Certified Public Accountants. He is an active member in his church; has served as both treasurer and vice president of finance and development at Youth at Heart, a United Way Agency; and has been the treasurer for Southside Sertoma since 1997. Jearl is also active in the local chapter of the Financial Planning Association and served as president in 2010.
Alongside Jearl is Holly Hildreth, the administrative assistant for Wealth Management Strategies. She is an active member in her church and volunteers for Celebrate Recovery. Holly has three beautiful daughters with her husband of more than 30 years and three adorable grandchildren. She also has 24 years of experience in customer service and 6 years of experience in the financial services industry. She will go above and beyond to make sure our clients at WMS have their service needs met, that their questions promptly answered, and that they receive the best customer service possible.
Go confidently in the direction of your dreams. Live the life you have imagined.