NORTH OAKS FINANCIAL GROUP - Key Persons
Job Titles:
- LICENSED OFFICE PROFESSIONAL
Job Titles:
- WEALTH ADVISOR - CFP®, CSLP®, BFA™
Job Titles:
- Wealth Management Associate
Job Titles:
- PARTNER / WEALTH ADVISOR - CFP®, BFA™, FIC
Keith is a two-decade veteran in the financial services industry who appreciates the technical side of planning. He has always had a passion for markets and the economy, and sees his work with the North Oaks Financial Group as an opportunity to build something truly unique.
Known by coworkers and clients as an objective sounding board, Keith values the personal nature of his profession and strives to be the kind of person his clients trust and depend on to act in their best interest. Keith is always looking for ways to alleviate his client's anxiety so they can move forward and realize their goals.
Away from the office, Keith enjoys the lighter side of life; time with family, fitting in exercise when possible, and the peace and quiet of fly fishing.
Job Titles:
- PARTNER / WEALTH ADVISOR - CFP®, BFA™, FIC
- Planner
Luke is a holistic planner who helps people prepare for the certainty of uncertainty. He prides himself on working closely with clients to enable them to write chapters in their life story they never thought possible.
Like most financial advisors, Luke has a background in economics and finance, but his passion for investing began at a young age through the influence of his Grandfather who was an avid equity trader. This interest stuck with him through college and beyond, and today his investment knowledge has earned him a strong professional reputation as the go-to guy for tax-efficient investment strategies and portfolio construction.
As a classic, water-loving Minnesotan, Luke spends a lot of time on his dock fishing with his girls. He also enjoys perfecting recipes for the next cooking competition, spending time in Florida, and cross-country skiing in the winter.
Job Titles:
- CLIENT COORDINATION MANAGER
Job Titles:
- FINANCIAL PLANNING SPECIALIST