Oak Crest Wealth Management

It's difficult for me to believe I can act in a client's best interest as a fiduciary when my hands are tied to certain products and services. That's why I began my transition to leave Edward Jones in 2022 and start my own practice. I believe you should have choices when maki I've been giving financial advice now for 17 years. I started in the 2008 financial crisis by going door-to-door handing out my business card to strangers for five years. Today, I care for hundreds of families managing assets across a wide range of investments. I'm supported by Alexandria "Alex" Wood and Megan Davidson who share my same vision of helping people pursue their financial goals. Together we're affiliated with the largest independent brokerage firm in the i