My passion for helping people with their finances began with my father, who worked in the financial industry and inspired me to pursue this career path. I am grateful to be able to make a difference in my clients' lives, helping them alleviate financial stress and achieve their goals. Working in a team environment at Olistico Wealth keeps me motivated, and I am constantly inspired by my colleagues' successes and the ways we are collectively helping our clients. The financial industry is constantly evolving, and I find this exciting as we always strive to improve and provide the best service possible. I earned my Bachelor's degree in Entrepreneurial Management from Texas Christian Universi

Will J
Senior Wealth Manager
Olistico Wealth
United States, Oklahoma, Tulsa
About Me
Profile Information
Senior Wealth Manager
Olistico Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Tulsa
Oklahoma
United States
Feb 23, 2025
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