I am a partner and financial planner at Oak Leaf Financial Group. Since beginning my financial planning career in 2010 after auditing manufacturing companies at RSM LLP, I've dedicated myself to helping clients pursue their

I am a CERTIFIED FINANCIAL PLANNER™ professional, Charted Financial Consultant™ and Chartered Life Underwriter™. I have worked for Waddell & Reed for over 10 years now and continue to serve and advise clients for our...

It has been a great privilege for me to serve in the financial services industry, helping people navigate a very important, but many times confusing, aspect of their life. After having worked at two national brokerage firms previously,...

As a Client Relationship Manager, I support clients and advisors with a wide range of issues and processes. This includes working with clients on issues with the wealth management website, preparing for annual appointments, and...

In my role overseeing the daily operations of our office, I manage everything from client relationships to marketing and compliance regulations, with a dedication to creating a seamless environment that enhances our client's...

I am a Registered Associate at Oak Leaf Financial Group, focused on client service and operational support. I help advisors stay organized, and clients stay informed by handling account needs with accuracy, responsiveness, and...

My mission is to help people live a better life by leading and guiding them through critical financial events and helping them achieve their life goals. I am a Certified Financial Planner™ professional with over 19 years of industry...

As a Financial Representative, I assist our Wealth Planners so we can provide you with the highest level of service. My responsibilities include monitoring client accounts, assisting with client plans, and processing transactions...