Oak Tree Wealth Partners

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



Advisors

Steven Frederick, Private Wealth Advisor serving the Independence, OH area - Ameriprise Advisors

Steven Frederick

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Steven Frederick's website
John Becker, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

John Becker

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Becker's website
Angela Monateri, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Angela Monateri

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Angela Monateri's website
Jack McClain, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Jack McClain

Financial Advisor

Visit Jack McClain's website
Jeanette Brinkley, Financial Advisor serving the Independence, OH area - Ameriprise Advisors

Jeanette Brinkley

APMA®

Financial Advisor

Visit Jeanette Brinkley's website

Team

Molly Miller

Molly Miller

Office Manager

Alanah Rodriguez

Alanah Rodriguez

Client Service Specialist

Kamile Shuman

Kamile Shuman

Operations Manager