My financial advice team

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.

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.

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.