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(CLICK on Photo: Bio) Brad Olson, CFP, founded Oak Tree Financial Services, LLC in 2009. Brad holds a UW-Whitewater Bachelor of Business Administration degree w/ emphasis in finance & marketing.
Senior Vice President
(CLICK on Photo: Bio) Alf is a CFA (Chartered Financial Analyst). His experience private equity work in China where he lived for 10 years. Alf holds a Master’s Degree in Economics, and licenses in both insurance and securities.
(CLICK on photo: 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.
(CLICK on photo: Bio) Nelson's experience includes over 26 years as an investment manager for his clients, and nearly fifty years as an attorney specializing in estate and tax planning.
Following decades of service to clients and the industry, Mike is enjoying retirement and serves as a marketing consultant to the firm.
Mike is not affiliated with Woodbury Financial Services, Inc.
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.
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.