a little bit about us
Womack Financial was founded to provide fully independent, unbiased, and transparent investment management at a cost that is fair and simple to understand.
When the firm was launched in 2011, we had zero clients lined up to "seed" us for launch. Josh stepped away from a career in public accounting to pursue a passion and a dream. His first clients were family, friends, and former co-workers. We have worked hard to ensure that as the business grows, it remains client-focused and is built on mutual trust, communication, and transparency.
Around the time Josh's dad retired (the first time), he was getting hit up with all sorts of investment seminars and dinner events. After several invites, Josh and his dad decided to go to one of these events to see what they were all about. It ended up being a hard sales pitch to invest in a way that was great for the advisory firm, but marginal at best for the investors. This event was one of several that lit the match and fueled a desire to make a difference in this business.
The original goal was to build a firm from the ground up, focusing on what is best for the client. This simple goal still drives the decisions we make for our clients every day.
MEET THE TEAM
After roughly seven years working in various companies, from global accounting firms to real estate investment firms, Josh took a leap after the birth of their first son and started Womack Financial in 2011.
Trading stocks during the bio-tech bubble in college, Josh learned firsthand how to make and subsequently lose money by short-term speculating. This experience hooked him on the art and science of investing wisely over longer periods of time. He's been a student ever since.
"I'm blessed with an amazingly supportive family that walks this journey with me. We don't think of it as work-life balance; we just think of it as life." Josh's wife, Jamie, is a copy editor and the chief wrangler of their three boys.
Laura has served in the wealth management industry over a decade and brings a wide variety of experience to the table, including college and retirement planning, foundational money management, and being a sounding board for clients to talk through their goals and wishes.
She has served in Junior Achievement, which is an organization that promotes financial literacy in public schools. As a mom of young boys, Laura works to instill the value of handling gifts responsibly with her own kids.
Laura and her husband, Nathan, are involved in their local church and community. When not chasing the boys around, they enjoy listening to vinyl records handed down from their parents and experimenting with new recipes in the kitchen.
Tom Carey, CFA
Tom joins the team with a decade of financial experience, most notably in investor relations, wealth management, and estate planning. His time is predominantly spent generating new investment ideas and evaluating current portfolio holdings for Womack Financial and the Womack Capital Partners fund (focused on the smallest and/or most misunderstood companies).
While he has an array of experience, Tom’s passion is looking for undiscovered companies that Wall Street has either ignored, misinterpreted, or simply can’t touch due to a variety of constraints placed on larger institutions.
In 2019, he was awarded the chartered financial analyst (CFA) designation and is currently a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.