Great Oak Wealth Partners

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Ryan D Murray

Ryan D Murray

CRPC®

Private Wealth Advisor

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

Brian Lucas

CRPC®, APMA®

Financial Advisor

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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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