Venturi Private Wealth

Oklahoma City, OK

Oklahoma City wealth management team

Meet our Oklahoma City financial advisors and client service team.

Joey Sager

Managing Director

Blake Willcox

Lead Advisor

CFP®

Melissa Whitaker

Senior Client Associate

Kat Maloney

Client Associate

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oklahoma city location

address

11600 Broadway Extension, Suite 200
Oklahoma City, OK 73114

phone number

(405) 254-3746

Our Oklahoma City Office

Venturi Private Wealth is an independent wealth management firm dedicated to helping ultra-high-net-worth families, business owners, and corporate leaders achieve better financial outcomes. Our Oklahoma City office is conveniently located at 11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114.

Our Oklahoma City financial advisors provide highly personalized and holistic advisory solutions including comprehensive financial planning, tax strategy, liquidity and exit planning, private investment access, and an array of family office services to meet the unique needs of ultra-high-net-worth families with generational wealth.

As a fiduciaries, we are proudly committed to delivering objective advice that always places your interests ahead of our own.

Contact our Oklahoma City office today to schedule a consultation and discover how we can help you achieve your financial goals.

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Joey Sager

Managing Director

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Joey Sager is a Managing Director for Venturi Private Wealth. His career began in 1985 at Merrill Lynch, where he became a Certified Financial Manager. Joey was recognized by Wells Fargo Advisors as a Premier Advisor each year from 2002 through 2017. He was honored by The Winners Circle LLC in Oklahoma Magazine in 2008 and Barron’s Magazine in 2009 as a top 1,000 Advisor, including being ranked the Top Financial Advisor in Oklahoma. Joey is active in his church, serving on leadership and ministry teams. He has been a speaker at Christian events for over 25 years and has traveled regularly with mission teams in Latin America, Africa, Eastern Europe, and the Middle East. He volunteers with children’s group homes, coordinated a children’s eye clinic at a local mission center, and served as a volunteer and director at a clinic that offers free medical and counseling services. He leads a community development project called Shared Success, which helps aspiring leaders develop sustainable, income-producing businesses in Nicaragua, Uganda, North Africa, and Oklahoma City. Past service includes director or leadership positions with Integris Health, Friends of the Oklahoma History Center, Ethnographic Media, Southwest American Livestock Foundation, the Sirloin Club of Oklahoma, INFO (a statewide support group for those with an incurable genetic disorder), Ministries of Jesus, Oklahoma Youth Expo, and Southwestern Oklahoma State University Foundation. Joey serves on numerous boards, including Integris Baptist Medical Center, Oklahoma Pilot’s Association, One World, and the Christian Clinics Cooperative of Oklahoma (CCCO). He and his wife, Danielle, both pilots and musicians, enjoy many hobbies together, including cars, boating, scuba diving, traveling, reading, and relaxing at the lake with their daughter and son.

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CFP®

Blake Willcox

Lead Advisor

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Blake Willcox is a Lead Advisor at Venturi Private Wealth. Blake focuses on working with institutions, affluent individuals, and their families to define and articulate what financial success means in their unique situations. As a Certified Financial Planner ® (CFP®) practitioner, he specializes in helping individuals and business owners customize a comprehensive financial plan and the corresponding strategies to help them visualize the steps they can take to work toward those goals. Blake enjoys using his skills and experience to help clients gain confidence in their financial future as he helps them navigate from concern or uncertainty to excitement as the path to their goals gains focus and clarity. Blake is a native of Edmond, OK. He, his wife, and their five children enjoy being outdoors, often taking family trips to the lake. He also reserves time for coaching Little League and swinging a golf club when he gets the chance.

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Melissa Whitaker

Senior Client Associate

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Melissa Whitaker is a Senior Client Associate and Head of Venturi Client Service at Venturi Private Wealth. She helps manage the daily operational and administrative functions firm-wide and strives to simplify clients’ lives whenever possible. Melissa earned a Bachelor of Science in Family Studies and Human Services with a concentration in Family Life and Community Service from Kansas State University. She has obtained these registrations: Series 7 General Securities, Series 66 Uniform Securities Law, Series 3 Futures, as well as Insurance & Annuities licenses. Melissa is a graduate of Leadership Oklahoma City’s LOYAL (Linking OKC’s Young Adult Leaders) program – Class XI and is a member of the Regional Food Bank of Oklahoma City’s Leadership Council. When not at the office she enjoys spending time with her husband and daughter.
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Kat Maloney

Client Associate

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Kathleen (Kat) is a Client Associate at Venturi Private Wealth. She is passionate about finding new ways to provide high client service and making life easier for our clients. Originally from Dallas, TX, Kat graduated from Oklahoma State University with a degree in Business Administration. After a few years away, she moved back to Oklahoma City in 2022. During her free time, Kat loves catching up on the newest movies, series and documentaries, trying new restaurants, traveling, and spending time with friends and family.