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


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 Eisenheim

Nina Eisenheim

Operations Manager

Tina Hinken

Tina Hinken

Client Service Coordinator