Red Oak Asset Management

At Red Oak, you are the asset. By combining your dreams with my expertise as a registered life planner and certified financial planner, I can help you find the best way to get where you want to go. I believe that money is not the asset - you are. Money is simply the fuel to power your life engine. Regardless of your current financial situation, you deserve guidance to make it work for you.

By learning about you and your dreams, I can help you make plans to realize those dreams. Our process is collaborative, bringing together your life goals with my 30 years of professional experience. Initially, I meet with you for a half hour to see if our ways of looking at financial life goals are compatible.