Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Michael Perez

CFP®, APMA

Private Wealth Advisor

Managing Partner of Windsor Oak Wealth Management
Learn more about Michael Perez Visit Michael Perez's website

Ryan McCallum

CRPC

Financial Advisor

Learn more about Ryan McCallum Visit Ryan McCallum's website

Scott Kallish

Financial Advisor

Associate Franchise Consultant
Learn more about Scott Kallish Visit Scott Kallish's website

Tony Tarantino

CRPC, CLTC®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Tony Tarantino Visit Tony Tarantino's website


Our team

Madelyn Brinkerhoff

Madelyn Brinkerhoff

Operations Director

Kristeena Brown

Kristeena Brown

Operations Manager

Nina Eisenheim

Nina Eisenheim

Operations Manager

Michele Henderson

Michele Henderson

Client Service Manager