Oak Tree Wealth Partners

Oak Tree Wealth Partners believes building a practice on strong relationships with family and friends has led to generational planning and family driven approach.

Together we share a common goal - to make a positive difference in the lives of our clients and our community.

Oak Tree Wealth Partners is an independently managed Private Wealth Advisory Practice of Ameriprise Financial Services. We use a broad range of investment vehicles and state of the art financial planning tools.


Advisors

Steven Frederick

Steven Frederick

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Steven Frederick's website
John Becker

John Becker

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Becker's website
Angela Monateri

Angela Monateri

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Angela Monateri's website
Adam McClain

Adam McClain

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Adam McClain's website
Jack McClain

Jack McClain

Financial Advisor

Visit Jack McClain's website
Jeanette Brinkley

Jeanette Brinkley

APMA®

Financial Advisor

Visit Jeanette Brinkley's website

Team

Molly Miller

Molly Miller

Office Manager

Qualifications

  • Associates, Accounting - Lorain Community College
  • Life & Health Insurance license, 2008
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Alanah Rodriguez

Alanah Rodriguez

Client Service Specialist

Kamile Shuman

Kamile Shuman

Operations Manager