Windsor Oak Wealth Management

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

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Team photo for Windsor Oak Wealth Management
Team photo for Windsor Oak Wealth Management

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Advisors

Michael Perez

CFP®, APMA

Private Wealth Advisor

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

Earl Williams

CFP®, APMA

Financial Advisor

Visit Earl Williams's website

Arthur Farr

CRPC, APMA, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Arthur Farr's website

Larry Minogue

CFP®, APMA

Financial Advisor

Visit Larry Minogue's website

Scott Kallish

Financial Advisor

Associate Franchise Consultant
Visit Scott Kallish's website

Richard B Arno

Financial Advisor

Visit Richard B Arno's website


Team

Madelyn Brinkerhoff

Madelyn Brinkerhoff

Operations Director

Kristeena Brown

Kristeena Brown

Operations Manager

Nina Eisenheim

Nina Eisenheim

Operations Manager

Jesicah Goodman

Jesicah Goodman

Administrative Assistant

Michele Gray

Michele Gray

Executive Assistant,

Marketing Specialist