Meet the Team

Our team members each have their own unique story as to what led to them to become part of the Oak Leaf Financial Group, but the consistent theme is that we enjoy understanding and serving our clients.  With our desire to partner with clients, we have found an approach of being a financial coach and teacher provides the best service.  This gives our clients the knowledge and tools necessary to make great decisions for their families. 

Our diverse skill sets and breadth of knowledge in the financial industry give us confidence that our financial planning process will put you and your family in pursuit of your financial objectives.

Brian Schaap, CFP®

Partner-Wealth Planner

bschaap@oakleaffg.com

I am a partner at Oak Leaf Financial Group. Growing up in the small town of Edgerton, MN, there was a financial advisor that would offer seminars. I attended these with my Dad in high school (by choice). This was the start of my...

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Matthew Kerber, CFP®, ChFC®, CLU®

Partner-Wealth Planner

mkerber@oakleaffg.com

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...

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Thomas Brand

Investment Consultant

tbrand@oakleaffg.com

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,...

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Rachael Moir

Office Manager

rmoir@oakleaffg.com

My position entails overseeing the overall daily functioning of our office. I manage the financial workflows, marketing, client relationships, and compliance regulations. I work with our team and partners to make sure we provide the...

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Carla Goetz

Client Relationship Manager

cgoetz@oakleaffg.com

As Client Relationship Manager, I help clients and advisors with a variety of issues and processes including client issues with the wealth management website, prepping for annual appointments, and completing post-appointment action...

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Nicholas Andresen, CFP®

Wealth Planner

nandresen@oakleaffg.com

My mission is to help people live a better life by leading and guiding them through critical financial events and helping them achieve their goals. I am a Certified Financial Planner™ professional with nearly 18 years of industry...

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Philip Johnson

Financial Representative

pjohnson@oakleaffg.com

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...

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