Oak Tree Financial Services

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Advisors

Alfred Hickey, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Alfred Hickey

CFA®

Financial Advisor

Visit Alfred Hickey's website
Nelson S Weine, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Nelson S Weine

Financial Advisor

Visit Nelson S Weine's website

Team

David Wahl

Paraplanner,

Operations Director

Personal Intro

David is married to Kim, a corporate trainer and analyst. Thefamily lives in the Wauwatosa, Wisconsin area; they are active members ofMilwaukee’s Eastbrook Church. David’s hobbies and interests include biking,kayaking, rock climbing, enjoying Wisconsin’s Northwoods, and outreach and serviceto poor and disadvantaged neighborhoods.

Roles & Responsibilities

  • David Wahl is the Operations Director for Oak Tree Financial Services. David works with clients to address each person’s goals for income, insurance, and long-term care in their years of retirement.
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Margaret Schumacher

Client Service Specialist,

Client Relationship Manager

Personal Intro

Margaret's experience includes over 30 years in the financial services industry. She provides in-depth support to the clients of Oak Tree Financial Services.

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Andy Smith

Client Service Specialist,

Marketing Manager

Personal Intro

Andy's experience includes four decades as a journalist. He held Senior marketing/communications positions in state/local govt, state/national trade associations and not-for-profits.

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