Majestic Oak Advisory Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Majestic Oak Advisory Group
Team photo for Majestic Oak Advisory Group

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Advisors

Elia Tavish Read

Financial Advisor

Visit Elia Tavish Read's website

Robert D Erling

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Robert D Erling's website

Matthew Hunt

CRPC

Financial Advisor

Visit Matthew Hunt's website

Nickolus Stephens

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nickolus Stephens's website

Tyler Johnson

Financial Advisor

Visit Tyler Johnson's website

Donna Vail

Financial Advisor

Visit Donna Vail's website


Team

Deborah Amezquita

Deborah Amezquita

Office Manager