Majestic Oak Advisory Group

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

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Team photo for Majestic Oak Advisory Group
Team photo for Majestic Oak Advisory Group

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Advisors

Robert D Erling

CFP®, CLU®

Private Wealth Advisor

Managing Partner of Majestic Oak Advisory Group
Visit Robert D Erling's website

Nickolus Stephens

CFP®, CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Visit Nickolus Stephens's website

Matthew Hunt

CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Visit Matthew Hunt's website

Jacob Lew

Financial Advisor

Visit Jacob Lew's website

Donna Vail

Financial Advisor

Visit Donna Vail's website

Tyler Johnson

Financial Advisor

Operations Manager
Visit Tyler Johnson's website


Team

Debbie Amezquita

Client Service Manager

Jeannie Brown

Client Service Specialist

Bobby Erling

Operations Assistant

Luke Demary

Operations Assistant