Great Oak 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 together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Great Oak Wealth Partners
Team photo for Great Oak Wealth Partners

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Advisors

Advisor photo for Ryan D Murray

Ryan D Murray

CMFA®

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Visit Ryan D Murray's website
Advisor photo for Brian Lucas

Brian Lucas

APMA, CRPC, CMFA®

Financial Advisor

Visit Brian Lucas's website


Team

Marnie McGarrigle

Marnie McGarrigle

Client Service Coordinator

Laurie Cutlip

Laurie Cutlip

Client Concierge

Roles & Responsibilities

  • First point of contact with clients
  • Confirming appointments
  • Ongoing client communication
  • Maintains incoming paperwork
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Kenneth Hager II

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting coordination
  • Client inquies and transactions
  • Application processing
  • Client Service
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