Our Team

Joyce Oaks Headshot<br/>

Joyce Oaks, CFP®, AAMS, ADPA, CLTC

Owner & Wealth Advisor



Staci Gaiser Headshot<br/>

Staci Gaiser, CRPC

Associate Wealth Advisor



Angilene Bartlett Headshot<br/>

Angilene (Angie) Bartlett

Practice Manager



Kim Mata Headshot<br/>

Kim Mata

Client Relations Coordinator



Rachel Clayberg Headshot<br/>

Rachel Clayberg

Wealth Advisor Assistant



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