At Oak Crest, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Ken is one of the founding partners of Oak Crest Wealth Management. He grew up in northern Minnesota and earned a finance degree from Minnesota State University-Moorhead. He received his designation as CERTIFITED FINANCIAL...
A founding partner at Oak Crest Wealth Management, Clay is a lifetime Arkansan. Born and raised in Southeast Arkansas, Clay graduated from the University of Arkansas with a degree in finance. He brings a vast array of...
Director of Operations
Amy is the office manager at Oak Crest Wealth Management. She is a native of Northwest Arkansas and graduated from Bentonville High School. Amy began her career in the financial industry in 1994. In 2004, she obtained her FINRA Series...