Oak Trail Wealth

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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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
Advisor photo for Mitchell Max

Mitchell Max

Associate Financial Advisor

Visit Mitchell Max's website


Team

Kelli Bjerke

Kelli Bjerke

Client Service Manager

Parker Shannon

Parker Shannon

Financial Planning Specialist,

Client Service Specialist

Emma Hanson

Client Service Coordinator