Anthony S. Jezek
Founder & Senior Wealth Manager
Tony Jezek is the Founder & Senior Wealth Manager of Olistico Wealth, LLC. Prior to Olistico, Tony served as a Senior Vice President for UBS Financial Services from 2001 until 2021 after serving in the same position at Merrill Lynch (1988-2001) and Shearson Lehman Brothers (1984-1988).
Tony has spent his career helping people invest and manage wealth, employing a holistic method to strengthen the financial wellbeing of each individual client. Thoughtfully addressing both economic and life goals, he guides clients through matters including evaluating strategic financing opportunities, estate planning strategy, tax strategy, and ownership structures. This approach enables him to help clients quantify, simplify and understand the complexities of their wealth.
Tony has served his community in a variety of roles as a board member or board chair of Holland Hall School, St. Simeon’s Episcopal Home, and the Tulsa Historical Society. He is a member of St. John’s Episcopal Church and served as the Senior Warden from 2006-2010. He has been married to his wife, Kelly, for more than 20 years.
Licenses: SIE - Securities Industry Essentials Examination, Series 7 - General Securities Representative Examination, Series 65 - Uniform Investment Adviser Law Examination, Series 63 - Uniform Securities Agent State Law Examination, and Series 31 - Futures Managed Funds Examination.
Justin McCormick is a Wealth Manager at Olistico Wealth. Justin is responsible for portfolio management & analysis, growth opportunities, operations, and client services. Before joining Olistico, Justin was a Client Service Associate for UBS. Prior to UBS, Justin was an assistant golf professional at Southern Hills Country Club. Throughout his career, Justin’s passion has been developing relationships with clients and their families to learn how to better serve their needs. Justin believes that building strong connections and creating a service-first culture are keys to success in any business. Recognizing his tireless work ethic and warm personality, the Professional Golfers’ Association named Justin the 2016 Assistant Golf Professional of the Year in their South Central Section.
Justin attended the University of Central Oklahoma where he received his bachelor’s degree in Business Administration and also became a Class A member of the PGA of America.
Licenses: SIE - Securities Industry Essentials Examination, Series 7TO - General Securities Representative Examination, and Series 66 - Uniform Combined State Law Examination.
Will Jezek is a Wealth Manager with Olistico Wealth. Will is primarily responsible for financial analysis and due diligence concerning Olistico’s buy and sell-side transactions, as well as conducting a number of the firm’s transactions himself. Operations, strategy, and service portfolio management all are in his purview.
Will began his career in the financial services industry with UBS Financial Services after earning his bachelor’s degree in Entrepreneurial Management from Texas Christian University. Will is a current CFP® certification candidate.
Licenses: SIE - Securities Industry Essentials Examination, Series 7TO - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination.
Cooper Williamson is a wealth manager at Olistico Wealth. Cooper is responsible for crafting accurate and consistent portfolio performance data for each client. In addition, Cooper maintains and develops Olistico’s image on social media. Prior to Olistico, Cooper earned a degree in Economics from Wheaton College in 2021 while participating as a member of the men’s golf team.
Cooper’s professional career began here because his attitude for service is aligned with the core values that Olistico holds. Cooper’s affinity for mathematics allows him to thrive when working with data. That skill, combined with his ability to relate to clients, allows Cooper to relay complex information in a way that is more easily understood.
Licenses: SIE - Securities Industry Essentials Examination, Series 65 - Uniform Investment Advisor Law Exam.