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Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Caring Team
Brad Olson
President
(Click for full bio) -- Brad has an extensive background in the financial services industry, with a strong emphasis in building sales organizations. Since 2009, Brad has been President of Oak Tree Financial Services, LLC in Brookfield, WI.
Alfred Hickey
Senior Vice President
Alf is a CFA (Chartered Financial Analyst). His experience includes work in private equity in China, where he lived for 10 years. He holds a Master’s Degree in Economics, and licenses in both insurance and securities.
David Wahl
Senior Vice President
(Click for full bio) -- David Wahl is a Wealth Advisor at Oak Tree Financial Services, LLC. David works with clients to address each person’s goals for income, insurance and long-term care in their years of retirement.
Nelson Weine
Senior Vice President
Nelson's experience includes over 16 years as an investment manager for his clients, in addition to previously working as an estate planning and tax litigation attorney.
Mike Radichel
Marketing Consultant
Following decades of service to clients and the industry, Mike is enjoying retirement and serves as a marketing consultant to the firm. He is no longer...
Mike is not affiliated with Woodbury Financial Services, Inc.
Margaret Schumacher
Client Advocate and Advisor Support
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.
Margaret is not registered with Woodbury Financial Services, Inc.
Andy Smith
Senior Vice President Marketing and Business Operations
Andy has four decades experience as a Journalist and has held senior marketing/communications positions in state/local govt, state/national trade assoc's and not-for-profits.
Andy is not registered with Woodbury Financial Services, Inc.