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 Director 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

Gail R Roque

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gail R Roque Visit Gail R Roque's website

Giovanni Alvarez-Mena

APMA

Financial Advisor

Learn more about Giovanni Alvarez-Mena Visit Giovanni Alvarez-Mena's website


Our team

Madelyn Brinkerhoff

Madelyn Brinkerhoff

Practice Manager

Michele Henderson

Michele Henderson

Operations Director,

Human Resource Manager of Windsor Oak Wealth Management
Kristeena Brown

Kristeena Brown

Operations Manager

Nina Brinkerhoff

Nina Brinkerhoff

Operations Manager

Phillip J Roque

Phillip J Roque

Client Service Specialist

Tina Hinken

Tina Hinken

Client Service Coordinator