Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Philip Mock is the founder and managing partner of 1522 Financial, a boutique wealth management firm in Tulsa, OK. Prior to launching his own firm, he was the chief investment officer at the Trust Company of Oklahoma. There, he managed a team of investment professionals responsible for leading the efforts of the Company’s $5 billion investment portfolio.
Mock loves helping people and getting to know his clients’ families. Together, they strive to embrace the concept of being a “family business”. His business partner is also his life partner, his wife Cassie, and they try to bring a family atmosphere to their clients as well. They welcome clients bringing their children and even their pets to the office.
For the Mocks, financial planning is more than just about money. It’s about people’s lives and futures, and they try to never lose sight of that.
A graduate of Oklahoma State University with master’s and bachelor’s degrees in accounting, Mock serves on the OSU School of Accounting Advisory Board. He holds the Certified Public Accountant, Certified Financial Planner™, and Chartered Financial Analyst designations.
In his spare time, he plays guitar, enjoys an occasional round of golf, and loves family time with Cassie and their two children.
2250 E 73rd Street, Suite 415, Tulsa, OK 74136
539 233 5160
philip.mock@1522financial.com
linkedin.com/in/philip-mock-cfa-cfp%C2%AE-6631132a
1522financial.com
Philip Mock
Managing Partner
1522 Financial
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“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2016
2020
2022
2018
2020–2023
Joined the Trust Company of Oklahoma
Prior stints at Mariner Wealth Advisors, PwC, LLP, and BOK Financial
2016
Named Chief Investment Officer of the Trust Company of Oklahoma
2020
Launched 1522 Financial
2022
Became a Principal at Johnson Investment Counsel, recognizing his contributions to the firm
2018
Promoted to Director, Portfolio Manager, Principal in 2020, and most recently to Managing Director, Portfolio Manager and Principal in 2023
2020–
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
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