Oak Trail Wealth

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Oak Trail Wealth
Team photo for Oak Trail Wealth

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Advisors

Advisor photo for William J Shannon

William J Shannon

CFP®

Private Wealth Advisor

Chief Executive Officer of Oak Trail Wealth
Visit William J Shannon's website
Advisor photo for Richard Lewis

Richard Lewis

Financial Advisor

Managing Partner of Oak Trail Wealth
Visit Richard Lewis's website
Advisor photo for Brent Van Heel

Brent Van Heel

CRPC, AWMA®

Private Wealth Advisor

Managing Partner of Oak Trail Wealth
Visit Brent Van Heel's website


Team

Fallon Opperman

Fallon Opperman

Client Service Coordinator

Robert Vollenweider

Robert Vollenweider

Financial Planning Specialist

Holly Van Heel

Holly Van Heel

Administrative Assistant