MEET OUR TEAM

In many ways, Jack has always been a “coach” and loves helping others improve. He is a firm believer in building good habits to achieve long-term success and believes that direction matters more than intensity.

Jack often explains it this way: if you’re only a mile away, being one degree off takes about ten minutes to fix—you simply adjust and keep going. But if you’re 300,000 miles down the road after 30 years, that same one-degree mistake can take years to undo if you’re trying to correct it on foot. That’s why small course corrections early on, along with ongoing adjustments as your life and goals change, are far more effective than dramatic fixes later. It’s also why working with a professional along the way is so effective—someone who helps you stay aligned, make timely adjustments, and keep moving in the right direction.

With over 100 years of family experience, Jack is proud to carry on his family’s legacy and help clients make wise, intentional decisions so they can live lives filled with greater happiness, enjoyment, and long-term satisfaction.

Jack earned his bachelor’s degree in sports management from the University of Oklahoma Price College of Business. He has served on New York Life’s Agents Advisory Council, collaborating with leadership at New York Life’s home office, which oversees more than $800 billion in assets, as one of a select group of approximately 20 advisors representing more than 12,000 professionals across the New York Life ecosystem. In this role, he helped influence initiatives designed to improve both the agent and client experience nationwide.

Jack is an active member of the Tulsa Regional Chamber of Commerce, serves on the board of the Tristesse Grief Center, and is a member of the Young Professionals Board for the Tulsa Alzheimer’s Association. He is also an active member of the Church of Saint Mary.

Outside of work, Jack enjoys traveling with his wife, Hailey, and their daughter, Mary Elaine, as well as walking their dog, Winston, following OU football and the OKC Thunder, and coaching basketball.

Kurt brings more than 30 years of experience spanning the financial services and automotive industries. As a seasoned Wealth Advisor, he’s committed to helping individuals and businesses reach their financial goals with clarity and confidence. Prior to his transition into financial services, Kurt held executive and director-level positions at nationally recognized companies such as Protective Asset Protection and Gulf States Toyota. His career highlights include launching and scaling a finance company, overseeing national dealership networks, and leading major brand initiatives—demonstrating a unique blend of entrepreneurial drive, operational expertise, and unwavering client focus. Today, Kurt draws on this broad experience to guide clients through complex financial decisions with practical insight and integrity.

Matt Leahey serves as Associate Financial Advisor at Edison Wealth Strategies. Prior to joining Edison Wealth Strategies, Matt worked as a tax accountant. In this capacity, he assisted individuals and companies with Federal and State tax compliance and consulting issues. He also provided general tax planning, specifically analyzing tax impact.

In addition, Matt earned an Enrolled Agent designation from the U.S. Department of Treasury, Internal Revenue Service. He earned dual Bachelor of Business Administration degrees in Accounting and Finance from Southeastern Oklahoma State University. He holds the FINRA Series 7 and 66 Securities Licenses and Oklahoma Life, Accident & Health or Sickness Licenses.

When he is away from the office, Matt enjoys playing golf and cherishing time with his children, Piper and Westin. Matt and his loving wife Kelly reside in Broken Arrow, OK.

Patti has over nine years of experience in managing client service in the financial industry. Patti is responsible for assisting clients in all aspects of service, and also manages the new business process for life, disability, and long term care applications. She enjoys spending time with her son and her long-haired Dachshund named Rudy. She also has a daughter, son-in-law and two granddaughters who live in Texas.