Wealth Advisor - Retired

Jerry began his career with Phillips Petroleum in 1974 after receiving a Bachelor of Science in Chemical Engineering and completing all classwork and Comprehensive Testing for a PhD in Economics from Oklahoma State University. He held several positions at Phillips, including Manager of Pension Fund Investments. In 1988, he founded Barnett Investments, managing investment portfolios for individuals and families in the greater Bartlesville area. He and his wife, Susan, split their time between Bartlesville and Tulsa. Jerry enjoys a nice round of golf in his spare time.

Jerry retired from Council Oak Wealth in 2021 but continues to serve in a consultative role to the firm.