Broker Check
Will Jezek

Will Jezek

Senior Wealth Manager

My passion for helping people with their finances began with my father, who works in the financial industry and has 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 University, and I am currently pursuing my CFP® certification. As a Wealth Manager at Olistico, I am responsible for financial analysis, due diligence, and managing a range of operations, strategies, and service portfolios. I am committed to providing the best service possible and helping my clients achieve their financial goals.

I was born and raised in Tulsa, Oklahoma, which I still call home. I am married to my wife, Kelsee, my biggest supporter and motivator. In my free time, I love to play tennis, and I enjoy teaching others and being a leader. I also love spending quality time with friends, hosting parties, and traveling to new places.

Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7TO - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination.