Windsor Oak Wealth Management

Our approach begins with you, the client. We are here to serve you!

Our Team takes time to understand each client’s unique situation. We believe that wealth management requires more than understanding a client’s financial situation – we have to understand the person, their values, goals, and desires, because these hold the key to creating an effective long-term plan.

We consider our relationship with our clients to be collaborative. As in all relationships, success or failure depends on the ability of the individuals to work effectively together. To this end, each client works directly with a lead advisor and our team of skilled, experienced advisors to develop a plan to pursue your family’s goals. Your advisor works with you and at your request, your specified outside professionals, to help you implement and maintain the plan.

Our comprehensive approach can be likened to a three legged table. Each leg is important on its own and all are necessary to stand.

close

Team photo for Windsor Oak Wealth Management
Team photo for Windsor Oak Wealth Management

View Larger


Advisors

Advisor photo for Larry Minogue

Larry Minogue

CFP®

Financial Advisor

Visit Larry Minogue's website
Advisor photo for Richard B Arno

Richard B Arno

Financial Advisor

Visit Richard B Arno's website
Advisor photo for Scott Kallish

Scott Kallish

Financial Advisor

Associate Franchise Consultant
Visit Scott Kallish's website
Advisor photo for Michael Perez

Michael Perez

CFP®, APMA

Private Wealth Advisor

Managing Partner of Windsor Oak Wealth Management
Visit Michael Perez's website
Advisor photo for Earl Williams

Earl Williams

CFP®, APMA

Financial Advisor

Visit Earl Williams's website


Team

Madelyn Brinkerhoff

Madelyn Brinkerhoff

Operations Director

Michele Gray

Michele Gray

Executive Assistant

Nina Eisenheim

Nina Eisenheim

Operations Manager

Jesicah Goodman

Jesicah Goodman

Administrative Assistant

Kristeena Brown

Kristeena Brown

Operations Manager