Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Michael Perez

Michael Perez

CFP®, APMA

Private Wealth Advisor

Managing Partner of Windsor Oak Wealth Management
Learn more about Michael Perez Visit Michael Perez's website
Advisor photo for Arthur Farr

Arthur Farr

CRPC, APMA, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Arthur Farr Visit Arthur Farr's website
Advisor photo for Earl Williams

Earl Williams

CFP®, APMA

Financial Advisor

Learn more about Earl Williams Visit Earl Williams's website
Advisor photo for Larry Minogue

Larry Minogue

CFP®

Financial Advisor

Learn more about Larry Minogue Visit Larry Minogue's website
Advisor photo for Scott Kallish

Scott Kallish

Financial Advisor

Associate Franchise Consultant
Learn more about Scott Kallish Visit Scott Kallish's website


Our team

Madelyn Brinkerhoff

Madelyn Brinkerhoff

Operations Director

Kristeena Brown

Kristeena Brown

Operations Manager

Nina Eisenheim

Nina Eisenheim

Operations Manager

Jesicah Goodman

Jesicah Goodman

Administrative Assistant

Michele Gray

Michele Gray

Executive Assistant,

Marketing Specialist