Crunk Folmar & Associates Wealth Management

“True success is helping other people to live their best life”.

Rick has been helping clients to build, manage, preserve, and transition wealth for over 25 years.  His passion is helping people to find clarity and purpose for their wealth, and then working with them to develop and implement strategies that give them confidence in their ability to achieve their goals.

After graduating with a degree in Business Administration from Baylor in 1998, Rick became a Financial Advisor before being promoted to Branch Manager, Complex Manager and Market Leader for Wells Fargo Advisors serving Texas, Oklahoma and Arkansas. In 2022, Rick launched Conservant Financial, an independent investment advisory firm that now has 12 office locations across Texas, Oklahoma, New Mexico, and California. As of December 2024, Conservant Financial has more than $3 Billion in client assets under management.

A staunch believer in education, Rick served on the Board of Directors for the San Antonio Education Partnership, the Advisory Board to the National Hispanic Scholarship Fund, and is a past Board Member of St. Mary’s Episcopal School of Edmond, and of Junior Achievement of the Coastal Bend. Rick also served on the FINRA District 5 Committee from 2016-2018 and served on a national advisory council dedicated to the training and development of financial advisors.

Securities Registered in the following states: TX, OK, NC, NM, MO         
Insurance licensed in the following states: OK, TX, NM

At Crunk, Folmar & Associates Wealth Management, our clients are our priority. We are honored by the trust they place in us, and we are driven to turn their aspirations into achievements. Our purpose is to provide clarity, instill confidence, and produce a lasting financial impact.

DeWayne Crunk, Founding Partner, has over 35 years of experience as a Wealth Manager, including roles as Senior Financial Consultant and Vice President at Merrill Lynch and Vice President & Branch Manager at Smith Barney. He is a member of the Investment and Wealth Institute and holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business. DeWayne earned his M.B.A. in Finance from Oklahoma City University and his B.A. from Louisiana Tech University.

Outside the office, DeWayne enjoys volunteering at his church, golf, waterfowl hunting with his 2 Labrador retrievers, watching football, and spending time with his wife, Kelly, his daughter and son-in-law, Caroline & Matt.

Nathan is a dedicated financial advisor committed to helping clients build secure and prosperous financial futures. Each relationship starts with listening and understanding what is most important to the client.  From there, he goes to work – researching, planning, and ultimately executing strategies designed to help families and individuals visualize their path to success.

In 2024, Nathan graduated from Texas A&M University Corpus Christi with a degree in Business Management and a minor in Entrepreneurship. He was one of 5 recipients of the Business School’s Jessie Frances Neal Scholarship Award, covering 100% of tuition for all 4 years. During his last semester, he worked as a full-time intern at Conservant Financial while completing his degree. During this time, he passed the Securities Essentials Exam (SIE) and then passed his Series 7 exam shortly afterward. Upon graduating, he went to New York for a 3-month summer internship with Belle Haven Investments. Belle Haven is a multi-award winning fixed income boutique with $20 billion in assets under management. Here, Nathan focused his attention on the intricate and complex realm of the fixed income market, namely taxable and tax-free municipal bonds. Upon completion of this program, he returned to Conservant Financial, passed his Series 66 and began work as a Financial Advisor.

Nathan lives in his hometown of Edmond, Oklahoma.  When not at the office, Nathan enjoys staying physically active, playing chess, and relaxing with friends & family.

Lauren Johnson was born and raised in Oklahoma City and earned her bachelor’s degree in finance from the University of Central Oklahoma. She worked for Wells Fargo Advisors for 12 years, where she served as Branch Operations Manager for the Downtown Oklahoma City office, then Complex Operations Manager for all 9 locations in Oklahoma, and later as Assistant to the Complex Manager covering 16 locations in Oklahoma & Northwest Arkansas.

A family move took Lauren to California in 2016, where she discovered her passion as a luxury travel advisor working with Divine Travel Destinations. Thankfully, Oklahoma called her back in 2020. Today, she serves as Client Associate for Conservant Financial in Edmond, working alongside several of her former Wells Fargo Advisors coworkers. She also still serves as a part-time travel advisor with Divine. Whether working on investment plans or travel plans, Lauren’s passion is helping people to get from where they are to where they want to be.

At home in Edmond, Lauren cherishes her time with her wonderful husband, Erick, and their adventurous children.