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Meet Our Team

We are a highly enthusiastic team who is committed to creating a high-level client experience. We collaborate to create an engaging experience in a comfortable environment to help you pursue your goals and dreams. Knowledge is power and we use it to implement beneficial decisions for you and your future.


     

Frank X. Aceves, Jr., CFP®

Founder & CEO & CERTIFIED FINANCIAL PLANNER™ Professional

925.357.8320 ext.103

frank@oakwm.net

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.

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Kathy Conlin

Financial Advisor

925.357.8320 ext.105

925.289.7390

kathy.conlin@lpl.com

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...

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Crystal Orphanopoulos

Administrative Assistant

925.357.8320 ext.102

crystal@oakwm.net

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...

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Katie Kovich Edling

Client Services Associate

925-357-8320 ext.112

katie@oakwm.net

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...

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Sofia Aceves

Marketing Assistant

925.357.8320 ext.104

sofia@oakwm.net

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...

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Christopher Aceves

Marketing Assistant

925.357.8320 ext.106

chris@oakwm.net

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...

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Strategic Resources

At Oak Wealth Management, we utilize resources from Mariner Advisor Network's Portfolio Consulting Team to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we can devote more time to you, our valued clients.

Jeremy Olen, CFA

Managing Partner & Chief Investment Officer, Mariner Advisor Network

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...

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Tim Baumert

Vice President, Portfolio Consulting & Lead Portfolio Coordinator, The Mariner Advisor Network

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...

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Chris McLeod, AIF

Vice President, Trading Operations Administrator, Mariner Advisor Network

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...

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CFO is a strategic ally who provides high-level executive insight and analysis on key financial decisions of the business to optimize growth. CFO prepares analysis on strengths, weaknesses, forecasting, budgeting, efficiency, cash-flow, staffing, and cost management to maximize company’s financial strength.

Marc Potash, MBA

AVP LPL's CFO Solutions Group

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...

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