More events are on the way! Check back soon for more information.
June 22, 2019
9:00a - 12:00p
Oak Tree Wealth Management Parking Lot
Join us for a free shredding event to clean out all your unneeded paperwork. Invite your friends and family for this valuable free service!
May 14, 2019
12:15p - 12:45p
Please join me for a 35 minute online presentation if you would like to better understand all of the work that goes on behind the scenes before I even make an investment suggestion to you.