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

Brad Olson

CFP®, APMA™

Financial Advisor

Founder of Oak Tree Financial Services
Learn more about Brad Olson Visit Brad Olson's website

Alfred Hickey

Financial Advisor

Learn more about Alfred Hickey Visit Alfred Hickey's website

Nelson S Weine

Financial Advisor

Learn more about Nelson S Weine Visit Nelson S Weine's website


Our team

David Wahl

David Wahl

Paraplanner,

Operations Director

Personal Intro

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.

Roles & Responsibilities

  • David Wahl is the Operations Director for Oak Tree Financial Services. David works with clients to address each person’s goals for income, insurance, and long-term care in their years of retirement.
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Andy Smith

Andy Smith

Client Service Specialist,

Marketing Manager

Personal Intro

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

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Margaret Schumacher

Margaret Schumacher

Client Service Specialist,

Client Relationship Manager

Personal Intro

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.

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