Our financial advice team

David is married to Kim, a corporate trainer and analyst. Thefamily lives in the Wauwatosa, Wisconsin area; they are active members ofMilwaukee’s Eastbrook Church. David’s hobbies and interests include biking,kayaking, rock climbing, enjoying Wisconsin’s Northwoods, and outreach and serviceto poor and disadvantaged neighborhoods.

Andy's experience includes four decades as a journalist and manager. He has held senior development, marketing and communications positions in charitable not-for-profits, in state and local govt, and in state and national trade associations.

Margaret's experience includes over 30 years in the financial services industry. She provides in-depth support to the clients of Oak Tree Financial Services.