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 Oakwood Financial Group
Team photo for Oakwood Financial Group

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Our advisors

Advisor photo for Gregg Mulvany

Gregg Mulvany

Financial Advisor

Associate Vice President
Learn more about Gregg Mulvany
Advisor photo for Mike Lloyd

Mike Lloyd

CFP®, CLU®, ChFC®

Financial Advisor

Managing Director
Learn more about Mike Lloyd


Our team

Joel Ingram

Joel Ingram

Registered Client Service Associate