We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our mission is to help you pursue a financial design that works for you, whether that be a child's college fund, a retirement or an estate plan. Let Oakleaf Financial Services suggest a strategy designed to address your goals.
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M. Vince Little, CFP®
Financial Advisor, RJFS
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Brian R. Oswald, PPC™
Financial Advisor, RJFS
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Brett Cropsey
Financial Advisor, RJFS
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Natalie Boland
Registered Associate
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Kelly R. Damon
Operations Coordinator
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Shelia A. Van Meter
Administrative Assistant
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
