As the president and CEO of One Oak Wealth Management, LLC, I am the primary financial advisor for client relationships at our firm. After nearly three decades of experience in the financial services industry, I founded One Oak Wealth Management with the goal of building meaningful relationships with clients and helping them reach their financial freedom. Our firm consists of knowledgeable associates who focus on understanding your unique needs and strive to provide guidance and objective advice no matter what stage of life you are in. We offer comprehensive financial planning services to individuals of all backgrounds. Our goal is to assist our clients in attaining their short and long-term financial goals. Each client that we work with is distinct, and we recognize this by getting to know our clients on a personal level to better understand their goals as individuals.I am a registered representative with, and securities, advisory services and financial planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit oneoakwm.comSeries 7, 66 and 24 security registrations held through LPL Financial.