Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Oak Tree Wealth Partners
Team photo for Oak Tree Wealth Partners

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Our advisors

Advisor photo for Steven Frederick

Steven Frederick

Private Wealth Advisor

Learn more about Steven Frederick
Advisor photo for John Becker

John Becker

CFP®, CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John Becker
Advisor photo for Angela Monateri

Angela Monateri

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Angela Monateri
Advisor photo for Adam McClain

Adam McClain

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Adam McClain
Advisor photo for Jeanette Anne Cable

Jeanette Anne Cable

APMA®

Financial Advisor

Learn more about Jeanette Anne Cable
Advisor photo for Julie Nootbaar

Julie Nootbaar

Financial Advisor

Learn more about Julie Nootbaar
Advisor photo for Sarah Canitia

Sarah Canitia

APMA®

Financial Advisor

Learn more about Sarah Canitia


Our team

Molly Miller

Molly Miller

Office Manager,

Administrative Assistant
Kamile Shuman

Kamile Shuman

Operations Director

Beth Graybill

Beth Graybill

Financial Planning Specialist

Hardik Choudhary

Hardik Choudhary

Client Service Specialist

Mehak Makhija

Mehak Makhija

Client Service Specialist