OAK TREE FINANCIAL SERVICES - Key Persons
Brian joined the securities industry in 2021 after starting his career in public accounting. He brings to the team years of tax expertise and planning strategies for high net worth individuals, and has developed a passion for helping young families save for college and navigate their admissions process.
Brian is a 2014 graduate of Birmingham-Southern College with a degree in Business Administration, and received a Masters of Accountancy from the University of Alabama in Huntsville. As a native of Huntsville, he has enjoyed watching the city grow and prosper and is excited to grow along with it. In his free time he enjoys live music, woodworking, and spending time outdoors with friends and family.
Job Titles:
- Client Service Representative
Jill has been a licensed professional in the investment industry for over 39 years. She recently retired in 2020 but has returned on a part time basis to assist with all the aspects of client service. Jill has three grandchildren, Carter and Rachel who are 6 year old twins and Owen who is 4. She enjoys spending time with her family and singing in her church choir. Jill is an avid Alabama fan.
Job Titles:
- Director of Client Relations
- New Team Member to
Kelsey is a new team member to Oak Tree Financial Services as she relocated to Huntsville Alabama in September. Kelsey is from West Virginia and also lived in Pensacola FL serving in the financial planning industry since 2019. Kelsey graduated from Washington State College of Marietta Ohio with an accounting degree.
Kelsey is a very strong animal lover especially her own Great Pyrenees, Fin. Kelsey highly enjoys hiking in Huntsville and spending time with family and friends.
Job Titles:
- President - Managing Principal
Ron Moody has been involved in the financial services industry since 1981. He graduated with a bachelor's degree from the University of Alabama. Ron holds the designations of CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor conferred by the College of Financial Planning and is a member of the Financial Planning Association. Ron holds various securities registrations with LPL Financial including Series 63, 7 and 8; Series 65 held with Oak Tree Financial Services.
His extensive background and knowledge in the investment, estate and retirement planning fields help Ron to provide outstanding service to his clients. Because Ron is challenged by the financial market, he approaches his job enthusiastically. He has dedicated himself to long hours and staying up to date through continuing education courses. It is through this effort that Ron feels he can best serve the people he works for, his clients.
Ron's knowledge in the financial services arena has helped him to conduct numerous seminars and workshops on investments and estate planning. Through outstanding service and a commitment to excellence, Ron has built a solid client base and expanded his business through referrals from satisfied clients.
Ron is married to Kim, and they have two wonderful children, Allie and Brian.