About the Author
Greg started in the insurance business in 1986. He went full-time as an agent with Metropolitan Life in March of 1987. While with MetLife, he made their Leaders Conference in 1987 and 1988 and completed the Life Underwriters Training Council program (LUTCF). He was placed into the role of Branch Manager in 1989 and completed the LUTCF Managers program. During his tenor with MetLife, Womack obtained his Series 6 securities license to sell mutual funds and variable products.
In November of 1990, Womack left MetLife to join Financial Network Investment Corporation as an independent contractor and registered representative. He associated with a local independent RIA and gained experience in designing financial plans, and assisted the firm in starting a fee-based, investment advisory service. Womack enrolled into the College of Financial Planning's course to obtain the Certified Financial Planner's (CFP) designation and completed the program in 1993—receiving this distinguished designation. Shortly after obtaining the CFP designation, he obtained his Series 7 and 24 licenses. In 1996 Womack established his own branch office with Financial Network, while maintaining his personal practice he served as principal for 8 other registered representatives. In January of 2000, Womack formed an independent, registered investment advisory firm Womack Investment Advisers, Inc. with the State of Oklahoma Securities Department.
Since 1990, Womack's experience in taking the holistic approach to financial planning has helped many of his clients be better prepared for life and the challenges they face and to help them work toward their goals. In addition to giving guidance in helping them plan their investments, he has assisted many families in the coordination and settlement of their estate plans. Womack has seen his client's planning come full circle—from establishing trusts, helping them fund their plans, to the completion of passing them on to their heirs—avoiding costly, time consuming settlement procedures and reducing or eliminating estate taxes.
Womack's strengths are in helping people develop financial plans—plans that cover all the important aspects of the financial planning process, including cash flow, debt consulting, investment strategies, tax planning, retirement/financial independence strategies, risk management/insurance planning.
While Womack's strengths include coordinating a client's overall planning, implementing investment strategies, using a technical and fundamental analysis while following a contrarian philosophy is his specialty. Sectors and companies that have the best potential for recovery and return are used in a diversified portfolio that may include individual securities, options, unit investment trusts, exchanged traded funds and mutual funds in building a diverse portfolio designed for high return potential with a managed downside risk.
Womack has seen the effects of one of the biggest bull markets, followed by one of the worst bear markets in recent history. His philosophy of planning for the unknown helps the client be better prepared and allows them to work toward their life goals more efficiently.
Books Womack has read in the last year:
Wisdom and Wealth: A Christian's Guide to Managing Your Life & Finances, by Greg Womack
The Science of Success: How Market-Based Management Built the World's Largest Private Company, by Charles G. Koch
Empire of Debt: The Rise of an Epic Financial Crisis, by William Bonner and Addison Wiggin
The Day of Islam: The Annihilation of America and the Western World, by Paul L. Williams
Waking the Dead: The Glory of a Heart Fully Alive, by John Eldridge
Wild at Heart: Discovering the Secret of a Man's Soul
Periodicals Womack subscribes to and reads weekly: