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Team photo for Oak Trail Wealth
Team photo for Oak Trail Wealth

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Our advisors

Advisor photo for William J Shannon

William J Shannon

CFP®

Private Wealth Advisor

Chief Executive Officer of Oak Trail Wealth
Learn more about William J Shannon Visit William J Shannon's website
Advisor photo for Richard Lewis

Richard Lewis

Financial Advisor

Managing Partner of Oak Trail Wealth
Learn more about Richard Lewis Visit Richard Lewis's website
Advisor photo for Brent Van Heel

Brent Van Heel

CRPC, AWMA®

Private Wealth Advisor

Managing Partner of Oak Trail Wealth
Learn more about Brent Van Heel Visit Brent Van Heel's website
Advisor photo for Christian Lewis

Christian Lewis

CRPC

Associate Financial Advisor

Insurance Specialist
Learn more about Christian Lewis Visit Christian Lewis's website
Advisor photo for Mitchell Max

Mitchell Max

Associate Financial Advisor

Learn more about Mitchell Max Visit Mitchell Max's website


Our team

Kelli Bjerke

Kelli Bjerke

Client Service Manager

Fallon Opperman

Fallon Opperman

Client Service Coordinator

Robert Vollenweider

Robert Vollenweider

Financial Planning Specialist

Parker Shannon

Parker Shannon

Financial Planning Specialist,

Client Service Specialist
Doug Dunning

Doug Dunning

Financial Planning Specialist

Emma Hanson

Emma Hanson

Client Service Coordinator

Hannah Max

Hannah Max

Financial Planning Assistant