facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Wayne Garrett, CPA/PFS, CFP® Thumbnail

Wayne Garrett, CPA/PFS, CFP®

Chief Executive Officer



Wayne is founder and CEO of BentOak Capital where he oversees the firmwide vision and direction of the business. Wayne consults with the rest of the leadership team in formulating procedures, processes, and business development strategies. Wayne believes one of his greatest assets is mentoring team members to share his career experiences and ultimately help our team grow and flourish in the everchanging wealth management industry.

Wayne particularly enjoys taking complicated concepts and simplifying them in a way that clients can understand and easily implement to help them pursue their long-term goals. He specializes in income tax planning, estate planning, and retirement planning.  Wayne also serves as a voting member of our investment committee.

Over the years, Wayne has received numerous awards and recognitions for his professional service both locally and nationally – being regularly featured in Texas Monthly & Forbes Magazine as a “Five Star Wealth Manager.”*  He has been recognized numerous times over the years as a top advisor with LPL Financial (with over 16,000 advisors), most recently as a member of the Executive Council – an elite group of the top 1% of LPL Financial advisors. (Note: This achievement is based on annual production among LPL advisors only.)  In 2020, Wayne was named to the “Forbes Best-in-State Wealth Advisors” list.

Wayne has also received several honors locally including being named as Weatherford Citizen of the Year and Weatherford College Alumnus of the Year. Some of his past responsibilities include serving on the Weatherford City Council and Weatherford Utility Board along with serving as chairman of the Weatherford Chamber of Commerce and president of the Weatherford Noon Lions Club. He has served numerous years with the Parker County Economic Development Council and was a founding member of the Weatherford Education Foundation. Wayne has been a longtime member of North Side Baptist Church, having served as a Deacon, Chairman of Deacons, Church Trustee, and Sunday School teacher.

Wayne is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER ™ practitioner, and a Retirement Income Certified Professional®.  Wayne holds a Series 7 and Series 24 Securities licenses through LPL Financial along with a Texas life and health insurance license.

Wayne is a graduate of Weatherford College & Texas Wesleyan University. A lifelong student, he recently completed his Master of Science in Financial Services from the American College in 2019.

Along with being the CEO of BentOak Capital, he is a founding partner of Snow Garrett Williams, CPA’s.

When not working or volunteering, you will find Wayne spending time spoiling his four grandchildren, being a weekend farmer, hunting, or traveling with his wife Sharon.


Pets

You can find Wayne spending time with his Labrador (Major), Westland Terrier (Jaycee) or his Pekinese/Shih Tzu Charlie.

Food

Wayne enjoys a juicy, medium-rare ribeye from Ruth Chris’s Steak House in Fort Worth.

Author

Wayne’s favorite author is American humorist Mark Twain

Movie

His favorite movie is “Forrest Gump.”  After all, Wayne is like a box of chocolates, you never know what you’re going to get.

quote

"Today I will do what others won’t, so tomorrow I can accomplish what others can’t." – Jerry Rice

Skill

Wayne helped fund his college tuition by trapping varmints and selling pelts.

* This award has been received from 2012 – 2017. As a Wealth Manager, this award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be disclosed or placed on the final list of 2012-2017 Five Star Wealth Managers.