As a perpetual student of the financial services industry, Frank thoroughly enjoys what he has chosen as his life’s work. He enjoys the relationships he has with his clients, and he looks forward to going to the office every day.

Kathy has more than 36 years experience in the financial services world, ranging from administrative assistant and branch manager to financial planning and asset management advice. Starting her career with IRA and rollovers in the...

Crystal Orphanopoulos is passionate about welcoming clients and creating the best and warmest client experience. She has more than 25 years of experience in customer service, operations, and administration...

Katie has over 15 years of experience in the financial services industry and she takes pride in providing exceptional, friendly, and knowledgeable customer service. During the span of her career when...

Sofia joins Oak Wealth Management as a Marketing Assistant and will be managing all marketing initiatives. She is currently a student at Diablo Valley College in Pleasant Hill and has completed her first two semesters with academic...

Christopher joins Oak Wealth Management as a Marketing Assistant.... He views his new position as a fantastic opportunity to broaden his knowledge and skillset, as well as the people he will work with. Recently, he moved to New York in...

As a Managing Partner of Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Oak Wealth Management in how to best leverage investment tools, strategy, and...

Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting in 2021. He has nearly three decades of industry experience, including serving as an investment officer with two public pension funds. Tim’s history...

In his role as Vice President, Trading Operations Administrator on The Mariner Advisor Network’s Portfolio Consulting team, Chris offers trading and investment support for Oak Wealth Management. As a key administrative resource...

Marc is involved with every assessment of the profit and loss of the firm, including business decisions, acquisitions, where we are going, and how we get there. Marc has been a small business owner and C-suite executive and...