Broker Check

Team

GREGORY P. WOOD

President and CEO

918-524-6334

gregwood@financialguide.com

As someone who thrives on interacting with people, Gregory (Greg) P. Wood couldn’t have made a better career choice. Greg, who launched his current practice in 2001, still gets excited when he reflects on the professional path...

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JASON PERCY

Managing Partner

918-524-6323

jpercy@financialguide.com

“As I guide my clients through major milestones in their lives,” says Jason Percy, “it has become very clear to me how critical it is to set goals, protect, and prepare for the future.” After graduating from...
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AARON CURRY

Partner

405-486-1415

acurry@financialguide.com

“I enjoy getting people to think,” says Aaron Curry, as he shares what he loves most about his work. “I like to gain insight into my clients’ lives and explore what matters most to them, so that I can help them in deep, meaningful ways...
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JASON PINNEY

Partner

405-486-1427

jpinney@financialguide.com

“If you’re going to commit to doing something, then it might as well be done right!” Whether it’s helping his clients, or coaching his kid’s soccer team, that’s Jason’s philosophy in life. Jason has always had a passion for soccer....
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CURTIS R. SMITH, CLU, CHFC, CFS

918-524-6319

Ironically, a house fire was the catalyst for Curtis R. Smith’s introduction to the financial services business. Curtis and his wife lost everything they owned when their Kansas home burned to the ground. Focused on what was important...
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THOMAS D. CONKLIN, CLU, CHFC, CFS, CLTC

918-524-6319

Maximizer. Arranger. Relator. Responsibility. Focus. These are Thomas (Tom) D. Conklin’s top 5 strengths as assessed by the Clifton Strengths Finder from the Gallup Organization. These strengths measure the things he truly loves to do…...
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DEL DREYER, CLU, CHFC, CLTC

918-524-6319

What many people expect from their financial advisor is common sense. They get a healthy dose of it when they meet Del Dreyer. Del credits his parents with instilling him with solid values....

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JENNIFER PASCHAL

Director of Operations

918-524-6311

jlpaschal@financialguide.com

Jenny can help you: Schedule or reschedule appointments Process a new insurance policy Schedule a medical exam Answer questions about the underwriting process

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Danielle Custer

Director Of Client Services

daniellecuster@financialguide.com

Danielle has been with Catalyst since 2014 and provides our new clients with excellent care and service.
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ELISA CONKLIN

Investment and New Business Coordinator

918-524-6331

eaveritt@financialguide.com

Elisa can help you: Process and service investment accounts Schedule or reschedule appointments Process a new insurance policy Schedule a medical exam Answer questions about the underwriting process
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