Our Team

Gregory M. Ruley, CFP®

Greg Ruley is the Co-Founder of Covenant Wealth Advisors. He focuses on Institutional and Private Wealth Management for a select group of clients. In 2003 Greg attained the CERTIFIED FINANCIAL PLANNER™ certification, the recognized standard of excellence for personal financial planning. Greg is passionate about helping his clients pursue their financial goals and often advises, "If you do not know where you are going you may never get there." When Greg is not meeting with clients he enjoys spending time with his family and working on his golf game.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Paul Smith, CFP®

Paul Smith is the Co-Founder of Covenant Wealth Advisors. He has attained the CERTIFIED FINANCIAL PLANNER™ certification and focuses on Private Wealth Management and Retirement Plan advice for organizations of all sizes. He is a native Oklahoman and proud graduate from The University of Tulsa. Though he was twice named an Academic All-American, Paul is most known for what he accomplished on the football field at TU and beyond. Paul had a record-setting career as a quarterback at The University of Tulsa and was named the Most Valuable Player in three consecutive Bowl games. After graduation Paul fulfilled his lifelong dream of playing quarterback in the NFL, spending two years with the Jacksonville Jaguars. In the athletic arena Paul was known for his strong attention to detail and sincere passion in helping others succeed, traits that have carried over to his clients in serving as their advisor. Paul enjoys golfing, the lake, and many other outdoor activities with his wife and four young children.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Elizabeth Twist, Client Relationship Manager

Elizabeth is the welcoming smile when you walk through the doors at Covenant Wealth Advisors. She supports the advisors with the daily administrative tasks of the office and has quickly become an integral component of creating and maintaining a wonderful experience for our clients. Elizabeth's ability to grasp the various financial tasks at hand while clearly communicating relevant information to our valued clients is what makes her such an asset to Covenant Wealth Advisors. Elizabeth is an Oklahoma native and has one daughter. She volunteers as a youth cheerleading coach and is an avid Jenks Trojan football fan.

 

  For more information or to schedule an appoitment, please call 918-746-4711 or e-mail us at info@covenantok.com