The OakBridge Group

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

The OakBridge Group Message

Oak: A tree of the beech family. The hard, durable wood of such as tree, often used in construction.

With their strong roots the oak symbolizes the type of solid, long-term relationships we aim to cultivate here in our practice.

Bridge: A structure spanning and providing passage over an obstacle. A connecting, transitional, or intermediate route of phase between two adjacent conditions.

We look to focus on overcoming the many roadblocks you may face in life, bridging the gap between where you are now and where you want to be financially.

The word OakBridge forms the perfect metaphor, illustrating our commitment to our clients and main core competencies:

  • Comprehensive Financial Planning
  • Wealth Management

Our videos

1 videos

The Ameriprise difference

most trusted1
in customer loyalty2
in customer service3

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)