The Shoreline Investment Strategies group in Grove, OK is dedicated to empowering individuals, families and family offices to chart a proactive path to their financial future with comprehensive goals based advice that is built upon the four cornerstones of wealth management - Building, Managing, Protecting and Transitioning Wealth.
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Michael Borok
- Managing Partner
Michael Borok
- Managing Partner
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. My mission is to provide every client with targeted, customized financial advice-- delivered with a high level of personal service and professional integrity.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth- now and for generations to come.
I have been named as a Platinum Council Advisor for 2022, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network* and recognized as a Forbes Top Next-Gen Wealth Advisor** for 2022, 2023, and 2024. Additionally, I have been named a Forbes/SHOOK® Forbes Top Wealth Advisors Best in State*** for 2023.
I graduated from the University of Miami with a degree in Economics and Finance.
In addition to helping my clients, I am committed to helping my community. I am currently a member of the L&L Foundation which is a charitable organization dedicated to giving to multiple organizations.
My wife, Audrey, and I and our three girls Madelyn, Parker, and Hadley live in Loma Linda. I enjoy all sports, especially baseball and I am a big Chicago Cubs fan. While not in the office I love spending time with my family and playing with my girls.
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
** 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*** 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve your wealth- now and for generations to come.
I have been named as a Platinum Council Advisor for 2022, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network* and recognized as a Forbes Top Next-Gen Wealth Advisor** for 2022, 2023, and 2024. Additionally, I have been named a Forbes/SHOOK® Forbes Top Wealth Advisors Best in State*** for 2023.
I graduated from the University of Miami with a degree in Economics and Finance.
In addition to helping my clients, I am committed to helping my community. I am currently a member of the L&L Foundation which is a charitable organization dedicated to giving to multiple organizations.
My wife, Audrey, and I and our three girls Madelyn, Parker, and Hadley live in Loma Linda. I enjoy all sports, especially baseball and I am a big Chicago Cubs fan. While not in the office I love spending time with my family and playing with my girls.
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
** 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
*** 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Contact
Jack Wimer
- Founding Partner
- Financial Advisor
Jack Wimer
- Founding Partner
- Financial Advisor
Jack is co-founder of Shoreline Investment Strategies, an independent financial services practice connected with Conservant Financial, affiliated with the Wells Fargo Advisors Financial Network.
Jack is a native of Miami, Oklahoma, a member of the Cherokee Nation and has a degree in Communications from the University of Tulsa.
His career began at the Tulsa Tribune newspaper as a financial investigative reporter. Jack relocated to Washington D.C. in 1979, where he served as staff analyst on the United States Senate Banking Committee and the Space, Science and Technology Subcommittee of the Senate Commerce Committee.
In 1981, Jack joined the Reagan Administration as a Schedule C appointee of the President and served as an official of the $20 billion United States Synthetic Fuels Corporation.
California Governor, George Deukmejian called upon Jack a few years later to serve as Deputy Secretary for Program and Budget for the California Health and Welfare Agency. There he managed a $17 billion budget and oversaw the budget of health, employment, emergency services and six other state departments.
After starting a family, Jack moved to Kansas City to work at the Midwest Research Institute, a think-tank committed to research. While there, he conducted economic research on the nature of NASA spending on technology and the downstream impacts on the greater economy. In preparing this study, Jack visited every NASA facility in the US, interviewed top scientists and engineers, and presented his findings directly to the administrator.
In 2007, Jack began his retail financial advisory career at A.G. Edwards. In 2009, A.G. Edwards was acquired by Wells Fargo Advisors. Jack has been named a Platinum Council advisor* in 2011, 2013, 2014, 2016, 2017, 2019, and 2020.
Jack and his wife Terrie live on the lake in Grove, OK where they host various combinations of six grown children, their spouses and 12 grandchildren. Jack served as President of the Grove Rotary Club in 2018-2019.
Jack is a native of Miami, Oklahoma, a member of the Cherokee Nation and has a degree in Communications from the University of Tulsa.
His career began at the Tulsa Tribune newspaper as a financial investigative reporter. Jack relocated to Washington D.C. in 1979, where he served as staff analyst on the United States Senate Banking Committee and the Space, Science and Technology Subcommittee of the Senate Commerce Committee.
In 1981, Jack joined the Reagan Administration as a Schedule C appointee of the President and served as an official of the $20 billion United States Synthetic Fuels Corporation.
California Governor, George Deukmejian called upon Jack a few years later to serve as Deputy Secretary for Program and Budget for the California Health and Welfare Agency. There he managed a $17 billion budget and oversaw the budget of health, employment, emergency services and six other state departments.
After starting a family, Jack moved to Kansas City to work at the Midwest Research Institute, a think-tank committed to research. While there, he conducted economic research on the nature of NASA spending on technology and the downstream impacts on the greater economy. In preparing this study, Jack visited every NASA facility in the US, interviewed top scientists and engineers, and presented his findings directly to the administrator.
In 2007, Jack began his retail financial advisory career at A.G. Edwards. In 2009, A.G. Edwards was acquired by Wells Fargo Advisors. Jack has been named a Platinum Council advisor* in 2011, 2013, 2014, 2016, 2017, 2019, and 2020.
Jack and his wife Terrie live on the lake in Grove, OK where they host various combinations of six grown children, their spouses and 12 grandchildren. Jack served as President of the Grove Rotary Club in 2018-2019.
* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Contact
Heather Beaumier
- Senior Client Associate
Heather Beaumier
- Senior Client Associate
Heather has over 14 years of experience in the Insurance industry and 20 years in Client Service. She joined our team in 2020 as a Client Associate. Heather is very detail oriented, providing a high level of professional support. She is passionate about making sure her clients are happy from an operational perspective. Outside of work, she enjoys spending time with her husband, Scott, and two daughters, Alisha and Alyson, and helping run the family cattle ranch in Zena.
Contact
Shoreline Investment Strategies of Conservant Financial
Office Address:
111 East 18th Street,
Grove, OK 74344
Local Phone:
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