Windsor Oak Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Advisors

Michael Perez

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Managing Director of Windsor Oak Wealth Management
Visit Michael Perez's website

Ryan McCallum

CRPC, APMA®

Financial Advisor

Visit Ryan McCallum's website

Giovanni Alvarez-Mena

APMA®

Financial Advisor

Visit Giovanni Alvarez-Mena's website

John Boudreaux

CFP®, BFA, APMA®

Financial Advisor

Visit John Boudreaux's website


Team

Madelyn Brinkerhoff

Madelyn Brinkerhoff

Practice Manager

Michele Henderson

Michele Henderson

Operations Director,

Human Resource Manager of Windsor Oak Wealth Management
Phillip J Roque

Phillip J Roque

Client Service Specialist

Aditya Bisht

Aditya Bisht

Client Service Specialist

Kristina Silva

Kristina Silva

Client Service Coordinator

Tina Hinken

Tina Hinken

Client Service Coordinator

Debbie Dahlby

Debbie Dahlby

Administrative Assistant