General Info

Here at Oakwood, our mission is simple: To pursue better for you and to understand your needs, wants, and wishes. My Aim is to help you begin to identify the personal finance strategies that may improve your lifestyle today, and provide the foundation for a sound retirement in the years ahead....and beyond. I understand todayâ??s financial environment is more complex than ever and know that businesses, individuals and families face unique challenges as they prepare for their future. I can help take the mystery out of preparing for today and tomorrow.