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.



Our advisors

Advisor photo for Peter C Goudeau Jr

Peter C Goudeau Jr

LUTCF®, CLU®, ChFC®, RICP®, APMA

Private Wealth Advisor

Chief Executive Officer of Oak Bridge Financial
Learn more about Peter C Goudeau Jr Visit Peter C Goudeau Jr's website
Advisor photo for Larry Boyd

Larry Boyd

MBA, LUTCF®, CLTC®, APMA

Financial Advisor

Chief Operating Officer of Oak Bridge Financial
Learn more about Larry Boyd Visit Larry Boyd's website
Advisor photo for Pete Goudeau III

Pete Goudeau III

CFP®, APMA

Financial Advisor

Vice President of Oak Bridge Financial
Learn more about Pete Goudeau III Visit Pete Goudeau III's website
Advisor photo for Andrew Brereton

Andrew Brereton

CFP®, APMA, ChFC®

Financial Advisor

Learn more about Andrew Brereton Visit Andrew Brereton's website
Advisor photo for Hany H Ahmad

Hany H Ahmad

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Hany H Ahmad Visit Hany H Ahmad's website
Advisor photo for Jeffrey Keown

Jeffrey Keown

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeffrey Keown Visit Jeffrey Keown's website