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    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Our mission

At Oak Point Financial Partners, we see ourselves as steady and reliable, much like a mature oak tree. We're committed to strong ethics and striving for excellence in everything we do. Just like an oak provides a sturdy branch to lean on, we’re here to support you with leadership and solid advice. We believe in building lasting relationships and genuinely helping others. Our goal is to help you and your finances grow strong and healthy—ready to face the future with confidence. We are your partners on your financial journey, here to help you thrive through every season.