NAPFA Fall 2024 National Conference Speaker

Philip Mock founded 1522 Financial, a modern wealth management firm in Tulsa, OK. Previously, he was Chief Investment Officer and Executive Vice-President at Trust Company of Oklahoma. Prior to Trust Company of Oklahoma, he previously worked at Mariner Wealth Advisors, BOK Financial, and PricewaterhouseCoopers. He is a proud graduate of Oklahoma State University with both a Masters's and Bachelors's degrees. He has also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, he holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. He is an Oklahoma State University School of Accounting Advisory Board member. He is the husband of Cassie, a proud parent of two children and dog-dad to King and Charlie. When he's not planning for clients, he can be found hanging out with his kids, playing golf, or reading a good book.