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.”
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 27 years of experience in portfolio management and retirement planning. In addition, Jearl has 36 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 Heart, a 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 seven years, has two grown children, and has four beautiful granddaughters.
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 39 years and ten adorable grandchildren. She enjoys biking, fishing, reading, traveling, and spending time with friends and family. She also has 15 years of experience in the financial services industry. Holly will go above and beyond to make sure that your service needs are met, your questions are promptly answered, and you receive the BEST customer service possible.
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(Jearl's Wife)
Bessie celebrating her birthday riding the saddle at Texas Roadhouse!
(Jearl's son and family)
Jeff, Kelly, Emily, and Lilly celebrating Lilly's 8th birthday!
(Jearl's daughter and family)
Lori, Moira, and Josie celebrating Lilly's 8th birthday!