Majestic Oak Advisory Group

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.

close

Team photo for Majestic Oak Advisory Group
Team photo for Majestic Oak Advisory Group

View Larger


Advisors

Robert D Erling

CFP®, CLU®

Private Wealth Advisor

Managing Partner of Majestic Oak Advisory Group
Visit Robert D Erling's website

Nickolus Stephens

CFP®, CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Visit Nickolus Stephens's website

Donna Vail

Financial Advisor

Visit Donna Vail's website

Matthew Hunt

CRPC

Financial Advisor

Managing Partner of Majestic Oak Advisory Group
Visit Matthew Hunt's website

Elia Tavish Read

Financial Advisor

Visit Elia Tavish Read's website


Team

Deborah Amezquita

Deborah Amezquita

Client Service Manager

Jacob Lew

Jacob Lew

Financial Planning Specialist