Our People

 

Our financial professionals have weathered market cycles, closed high stakes transactions, and navigated unique situations. They bring that experience to serve their clients. Each Oak Ridge Financial professional is backed by the research, resources, and tools of one of the largest firms in the country, delivered with a very personal approach.


We take pride in empowering our advisors to be independent thinkers with the freedom to develop and recommend the right solutions for their clients. Our representatives come to Oak Ridge Financial with decades of personal and professional experience and a broad base of industry relationships and strategic contacts to serve clients’ needs.

We invest in and support our advisors with the tools and autonomy they need because we believe fulfilled, engaged advisors will provide the best care for their clients. Being locally-owned and managed means we live, work, volunteer, and give back to the same communities our clients call home.


We value experience and individuality.

Our advisors develop and run their own businesses, drawing on their own experience to understand yours.

Our professionals use real language with you

to discuss understandable options for you or your business.

Our process begins with a conversation:

listening first to understand you, and only then will we start to tackle your financial situation.


Meet Our Team