FIRST OAK WEALTH MANAGEMENT - Key Persons
Anna joined First Oak in 2022 with over 25 years of wealth management industry experience. If you call or stop by our office, Anna will often be the person that welcomes you while also overseeing many behind-the-scenes functions to support our team. She has a keen eye for detail and a passion for serving others.
Her wealth management career began at Wells Fargo Advisors, where she served clients as a financial advisor and registered client associate for 15 years. In 2015, she joined Ameriprise Financial as a registered client service associate. At both firms, she worked closely to onboard and serve clients.
An alumna of the University of South Carolina, she holds a Bachelor of Science in Business. She continued her education at Webster University's George Herbert Walker School of Business and Technology, earning a Master of Business Administration.
A native of South Carolina, Anna has called Raleigh home since 2012. An endurance athlete and avid hiker, she enjoys exploring National and State Parks. When not on the hiking trails, she enjoys recharging at home with her yellow Labrador retriever.
Catherine joined First Oak in 2017. Earlier in her career, she worked at ITT Sheraton Hospitality Corporation where she held management positions at the Sheraton Washington Hotel in Washington, D.C. and Sheraton Inner Harbor Hotel in Baltimore, Maryland. She was instrumental in opening luxury hotels in Chicago and New York City. An alumnus of Roanoke College in Salem, Virginia, she studied foreign languages.
A native of Washington, Catherine moved with her family to the Triangle nearly 20 years ago. Outside of the office, she enjoys spending time with her family, including her two beloved, four-legged jogging partners, Lucy and Zoey. She enjoys travel, a passion that took root as a child when she lived in Europe, and volunteers her time in support of women's and children's ministries.
Grace joined the First Oak team in 2018. With a passion for service, her expertise is in helping clients develop and implement strategies to create, grow and preserve wealth.
An alumna of Colorado State University, her career in financial services began at Charles Schwab in Denver, Colorado. She served as a client service registered representative, advanced trade specialist and senior specialist for client development. While with Charles Schwab, she relocated to Little Rock, Arkansas, serving as an associate financial consultant. She obtained a CERTIFIED FINANCIAL PLANNER™ designation during that time, which she retains. Before joining the First Oak team, she served as a financial advisor with Morgan Stanley at their North Raleigh office.
To be closer to family, Grace returned to Colorado. She works from her home office against the backdrop of the Front Range mountains, often with her snoozing Australian Shepherd at her feet.