Brian Schaap is a Wealth Planner at Oak Leaf Financial Group.
Brian began his career in auditing at a national accounting firm, working with manufacturing companies, before finding his calling in financial planning in 2010. In 2017, he teamed with Matt Kerber and a now-retired advisor to found what would become Oak Leaf Financial Group. Brian grew up watching his dad run a hardware store, which meant watching someone carry the real weight of ownership every day. As a business owner himself, he brings that foundation into Oak Leaf and his work with small business clients. His philosophy is simple: the best financial plan is the one that reflects who you are, what you value, and the life you're called to live.
For many of his clients, money is about more than accumulation. It's about living consistently with what they believe.
Brian holds both a CFP® and a Certified Kingdom Advisor® designation, reflecting his commitment to planning that goes beyond the numbers. He helps clients think through generosity and stewardship alongside the practical work of tax reduction, Roth conversions, and maximizing deductions. Because how you manage your money and how you want to live shouldn't be separate conversations.
Outside the office, you'll find Brian outdoors with his wife Kayla and their daughters Charlotte (12) and Ingrid (10).
They enjoy hiking, camping, and kayaking. Personally, he enjoys tennis, golf, running, and serving at his church. Every so often he lines up for a Tough Mudder to keep things interesting. He also isn't known to turn down a good cup of coffee.
