Greg Wood 

Financial Services Representative & Managing Director

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 he has taken. “I love my work so much, I chose this career not once, but twice!” he laughs.

After graduating from Oklahoma State with a degree in business, Greg started out as a stockbroker, and then took a detour in medical sales for a few years while he established his family. A chance encounter with a college acquaintance introduced him to the need to plan for his own financial future. Before long, he was being recruited back into the financial services business.

“I re-entered this business at a perfect time,” says Greg. “Many of my peers had developing careers. They were starting businesses, or had growing families. All of these are opportunities for us as financial services representatives to provide real value to clients.” More importantly, it gave Greg the chance to do what he enjoys most – to engage with people in a very meaningful and personal way.

Today, Greg’s practice focuses almost exclusively on risk management. He specializes in estate planning, business planning, and executive compensation plans. As a partner of the Catalyst Group, he takes pride in the firm’s capacity to service clients’ end-to-end needs – from investments to protection strategies, including health insurance. “Our team approach serves our clients well, and ensures that we direct the right talent to address specific areas of need,” he says.

Outside of work, Greg is an avid golfer and personal fitness enthusiast. He and his wife, Julie, are parents to three children. They reside in Tulsa, and are active members of Life Church.



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