Oak Trail Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

William J Shannon

CFP®, ChFC®

Private Wealth Advisor

Chief Executive Officer of Oak Trail Wealth
Visit William J Shannon's website

Brent Van Heel

CRPC, AWMA

Private Wealth Advisor

Managing Partner of Oak Trail Wealth
Visit Brent Van Heel's website

Christian Lewis

Associate Financial Advisor

Insurance Specialist
Visit Christian Lewis's website

Mitchell Max

Associate Financial Advisor

Visit Mitchell Max's website

Stephen - Williams

Financial Advisor

Visit Stephen - Williams's website


Team

Rhonda Felder

Rhonda Felder

Office Manager

Steven J Yerhart

Steven J Yerhart

Paraplanner

Doug Dunning

Doug Dunning

Financial Planning Specialist

Ingrid Christopherson

Ingrid Christopherson

Operations Manager,

Client Service Specialist