Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Brian Lucas

Brian Lucas

APMA®, CRPC, CMFA®

Financial Advisor

Learn more about Brian Lucas Visit Brian Lucas's website
Advisor photo for Ryan D Murray

Ryan D Murray

CMFA®

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Learn more about Ryan D Murray Visit Ryan D Murray's website


Our team

Laurie Cutlip

Laurie Cutlip

Client Service Coordinator

Roles & Responsibilities

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

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting coordination
  • Client Inquiries and tranacations
  • Application processing
  • Client Service
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Jamie Arblaster

Jamie Arblaster

Financial Planning Specialist

Danielle Joniak

Danielle Joniak

Client Concierge