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.



Our advisors

Peter C Goudeau Jr

LUTCF®, CLU®, ChFC®, RICP®

Private Wealth Advisor

Chief Executive Officer of Oak Bridge Financial
Learn more about Peter C Goudeau Jr Visit Peter C Goudeau Jr's website

Larry Boyd

MBA, APMA, LUTCF®, CLTC®

Financial Advisor

Chief Operating Officer of Oak Bridge Financial
Learn more about Larry Boyd Visit Larry Boyd's website

Pete Goudeau III

CFP®, APMA

Financial Advisor

Vice President of Oak Bridge Financial
Learn more about Pete Goudeau III Visit Pete Goudeau III's website

Andrew Brereton

CFP®, APMA, ChFC®

Financial Advisor

Learn more about Andrew Brereton Visit Andrew Brereton's website

Jeffrey Keown

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeffrey Keown Visit Jeffrey Keown's website

Kingsley K Davis

APMA

Financial Advisor

Learn more about Kingsley K Davis Visit Kingsley K Davis's website