Our Team

Our Team

 

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.

“Go confidently in the direction of your dreams. Live the life you have imagined.”

Jearl Meeks, CFP®, CPA, CRPS®

Founder

Jearl started Wealth Management Strategies in January 2009 to provide invaluable assistance to his clients as our president and owner. He has more than 25 years of experience in portfolio management and retirement planning. In addition, Jearl has 34 years of financial management experience with publicly traded and privately held companies. After receiving a BSBA in accounting at the University of Tulsa, Jearl became a CPA, a licensed insurance agent, an Investment Adviser Representative of Commonwealth Financial Network®, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Chartered Retirement Plans SpecialistSM. Jearl is active in professional and civic organizations and is a member of the Oklahoma Society of Certified Public Accountants. He has served as both treasurer and vice president of finance at Youth at Hearta United Way agency, and has been the treasurer for Southside Sertoma Club since 1997. Jearl is also active in the local chapter of the Financial Planning Association and served as president in 2010. 

Jearl resides in Jenks, Oklahoma, and is an active member of his church. He enjoys ballroom, country, and freestyle dancing, deer hunting with family, and traveling with friends and family. He has been married for five years, has two grown children, and four beautiful granddaughters.

Holly Hildreth

Administrative Assistant

Alongside Jearl is Holly Hildreth, the administrative assistant for Wealth Management Strategies. She is an active member of her church and volunteers on the Host Team every Sunday. Holly has three beautiful daughters with her husband of more than 37 years and seven adorable grandchildren. She enjoys biking, fishing, reading, traveling, and spending time with friends and family.  She also has 14 years of experience in the financial services industry. Holly will go above and beyond to make sure that the service needs of our clients at WMS are met, that their questions are promptly answered, and that they receive the best customer service possible.