It is not simply the intellect and guidance of one advisor that drives a successful outcome in wealth management, but also the alignment and service of their team.
With this in mind, our clients take ease knowing that we provide genuine care and attention to their needs.
By acknowledging the strengths of each member of our team, we have developed an efficient system of collaboration that allows us to provide exceptional service.
Tony Jezek is the Founder and Managing Partner of Olistico Wealth. Tony has more than 39 years of experience in the financial services industry. He is known for his individualized approach to personal service and unique platform incorporating the client's CPA, estate planning attorney, and third-party experts when creating solutions.
"I have dedicated my career to helping people invest and manage their wealth. For me, there is no greater endeavor than service to others, and that is at the heart of our business. At our firm, we combine cohesive teamwork with unique talents and abilities to create an advisory experience that our clients won't find anywhere else. We love helping people, and that's what motivates us every day."
Prior to founding Olistico Wealth, Tony was a Senior Vice President at UBS and Merrill Lynch and started his career as a financial adviser at Shearson Lehman Brothers.
He is married to Kelly, has two adult children, and has two grandchildren. He is a native of Tulsa and has spent many years volunteering as a board member for many worthy organizations.
Licenses and Qualifications: AIF® - Accredited Investment Fiduciary, SIE - Securities Industry Essentials Examination, Series 7 - General Securities Representative Examination, Series 7TO - 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.
BNY Mellon | Pershing is our clearing and custody provider. Pershing has been a leader in the industry for 85 years and is the #1 clearing firm. (InvestmentNews, 2018. Based on number of broker-dealer customers.) Olistico Wealth, LLC, a registered investment adviser. Pershing and Olistico Wealth, LLC are separate, unaffiliated companies, not responsible for each other's services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY company.
Will Jezek currently serves as a Senior Wealth Manager at Olistico Wealth. He serves as a senior advisor, primary contact, and coordinator for all private wealth client needs. Will focuses on providing clients with comprehensive financial planning services by identifying, implementing, and monitoring strategies that align with each client’s investment, financial, family, and legacy goals. In addition, Will is also responsible for overseeing and managing regulatory compliance operations within the firm.
“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.”
Prior to partnering with his father to establish Olistico Wealth, Will was a financial advisor at UBS Financial Services. During his time at UBS, Will completed the Inter-Generational Advisors Program where he completed his certifications, supported existing advisors, and eventually became a financial advisor offering advice to clients with assets up to $5 million.
Will earned his Bachelor of Business Administration degree in Entrepreneurial Management from Texas Christian University. He serves on the Holland Hall alumni board and the St. Simeon’s Foundation Guild. In his free time, he enjoys spending time with his wife and friends, playing tennis and golf, and traveling.
Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7TO - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination.
Justin McCormick currently serves as a Senior Wealth Manager at Olistico Wealth. He works directly with clients to develop and implement comprehensive financial plans to address their goals and needs. Justin practices in the areas of retirement planning, investment management, tax planning, estate planning, and risk management. Justin’s detail-oriented approach to both planning and analysis helps provide clients with fully customized plans and investment solutions.
Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures.
“My life mission is to be the best version of myself possible, both personally and professionally. I want to be remembered as someone who always did the right thing and took care of the people who were important to me.”
Prior to Olistico Wealth, Justin worked for UBS Financial Services and was an Assistant Golf Professional at Southern Hills Country Club where he was named 2016 South Central Section, Assistant Professional of the Year. Justin’s extensive experience in both business and the service industry make him uniquely qualified to take care of high-net worth individuals, entrepreneurs, and business owners.
Justin earned his Bachelor of Business Administration at the University of Central Oklahoma. He and his wife Megan were married in 2015 and welcomed their daughter Carly in 2022. In his free time, Justin enjoys spending time with family, fishing, and playing golf.
Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7 - General Securities Representative Examination, Series 66 - Uniform Combined State Law Examination.
BNY Mellon | Pershing is our clearing and custody provider. Pershing has been a leader in the industry for 80 years and is the #1 clearing firm. (InvestmentNews, 2018. Based on number of broker-dealer customers.) Olistico Wealth, LLC, a registered investment adviser. Pershing and Olistico Wealth, LLC are separate, unaffiliated companies, not responsible for each other's services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.
Cooper Williamson is a Wealth Management Analyst at Olistico Wealth. While working collaboratively with the team, Cooper conducts portfolio analysis for clients by reviewing portfolio assets and developing customized allocation reports. His proficiency in mathematics and data analysis is instrumental in these tasks, allowing him to effectively convey complex information to clients in a clear and understandable manner. Cooper's dedication to service is evident in his work, where he ensures that his efforts have a tangible impact on clients and their families. He also spearheads the development of the company's social media presence and client communication.
“I am motivated by the fact that my work at Olistico has a tangible impact on our clients and their families. Using my talents to help clients understand their wealth and leave behind a positive legacy is truly rewarding.”
Cooper earned his Bachelor of Science in Economics from Wheaton College while participating as a member of the men’s golf team, and then went on to work at Williams Companies as a Data Analyst before he joined Olistico Wealth. In his free time, Cooper enjoys spending time with his wife and friends, playing golf, pickleball, and attending Cornerstone Church in Tulsa.
Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 65 - Uniform Investment Advisor Law Exam.
BNY Mellon | Pershing is our clearing and custody provider. Pershing has been a leader in the industry for 80 years and is the #1 clearing firm. (InvestmentNews, 2018. Based on number of broker-dealer customers.) Olistico Wealth, LLC, a registered investment adviser. Pershing and Olistico Wealth, LLC are separate, unaffiliated companies, not responsible for each other's services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.
We help our clients create a financial plan
that is laser-focused on their unique financial situation.
Each client’s plan informs our investment management strategies. We also provide expert solutions in many other areas, including business owner exit strategies, optimizing retirement savings, advising on philanthropic endeavors, legacy transitioning, and education funding.
1. Discover
With every new relationship comes a set of unique financial circumstances. Through an open informal discussion, we uncover what is important to you and your family, where you are now, and where you’d like to be in the future.
2. Plan
For each family we draft our plan from the ground up. We consider all aspects of your financial picture including your estate plan, tax circumstances, and current investments. With all of these in mind, we develop a plan customized to your unique situation. Our execution, delivery, and ground up approach is what sets Olistico apart from other firms.
5. Review
Our greatest strength is our ability to stay in constant contact with you and your financial network to ensure the seamless execution of your plan. Equally vital, we regularly review your tailored strategy, adapting with informed decisions as market conditions shift, all to secure your dream lifestyle—not just for today but for a lifetime and across generations.
2. Plan
For each family we draft our plan from the ground up. We consider all aspects of your financial picture including your estate plan, tax circumstances, and current investments. With all of these in mind, we develop a plan customized to your unique situation. Our execution, delivery, and ground up approach is what sets Olistico apart from other firms.
3. Agree
Once we’ve crafted a solution that fits you, we’ll walk through the details together and map out the next steps.
1. Discover
With every new relationship comes a set of unique financial circumstances. Through an open informal discussion, we uncover what is important to you and your family, where you are now, and where you’d like to be in the future.
3. Agree
Once we’ve crafted a solution that fits you, we’ll walk through the details together and map out the next steps.
4. Implement
From there, we partner with your financial network—CPAs, attorneys, personal CFOs, and beyond—aligning every expert to leave you feeling reassured, in the know, and optimistic about your wealth’s future.
2. Plan
For each family we draft our plan from the ground up. We consider all aspects of your financial picture including your estate plan, tax circumstances, and current investments. With all of these in mind, we develop a plan customized to your unique situation. Our execution, delivery, and ground up approach is what sets Olistico apart from other firms.
4. Implement
From there, we partner with your financial network—CPAs, attorneys, personal CFOs, and beyond—aligning every expert to leave you feeling reassured, in the know, and optimistic about your wealth’s future.
5. Review
Our greatest strength is our ability to stay in constant contact with you and your financial network to ensure the seamless execution of your plan. Equally vital, we regularly review your tailored strategy, adapting with informed decisions as market conditions shift, all to secure your dream lifestyle—not just for today but for a lifetime and across generations.
3. Agree
Once we’ve crafted a solution that fits you, we’ll walk through the details together and map out the next steps.
5. Review
Our greatest strength is our ability to stay in constant contact with you and your financial network to ensure the seamless execution of your plan. Equally vital, we regularly review your tailored strategy, adapting with informed decisions as market conditions shift, all to secure your dream lifestyle—not just for today but for a lifetime and across generations.
1. Discover
With every new relationship comes a set of unique financial circumstances. Through an open informal discussion, we uncover what is important to you and your family, where you are now, and where you’d like to be in the future.
4. Implement
From there, we partner with your financial network—CPAs, attorneys, personal CFOs, and beyond—aligning every expert to leave you feeling reassured, in the know, and optimistic about your wealth’s future.