At Oak Tree Wealth Management, we pride ourselves in a partnership philosophy with you, our clients. With our fee-based model, our interests are aligned with yours. By keeping up on the latest in the financial world, we can confidently help you make the most appropriate decisions for you. We believe strongly in the financial planning process to help keep clients on their chosen path, especially in times of stress or market madness.
All of our energy, commitment and efforts are focused on you, our client.
CERTIFIED FINANCIAL PLANNER™
Since 1989 it has been my honor to help families, couples and newly independent women gain confidence and control over their personal finances through collaborative financial planning. I come from a family with an interest in finance and a