Mike Walther
Founder & President
Mike assists families in their efforts to provide their loved ones with special needs with the financial resources and other supports necessary to live their lives to their fullest potential.
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Ryan McGuire
Senior Consultant & Director of Innovation
Ryan provides families with financial services that are practical and coordinated, while aligning any resources that may help them or their loved ones with special needs live fulfilling lives.
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Randi Gillespie
Director of Special Needs Services
Randi, as someone who navigates the complexities of the special needs world on behalf of her family, hopes to simplify the complex for other families with loved ones with special needs
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Mickey Cohen
Associate Consultant
Mickey provides client service across all areas and seeks to simplify a challenging journey. He aims to create value for all clients through analysis and understanding.
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Aaron Osterberg
Associate Consultant
Aaron provides client service across all areas and strives to create impact-driven and meaningful relationships with families.
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From the day we began our firm,
Video: Why Do the Employees of Oak Wealth Advisors Love the Work That We Do
Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. View Our Special Needs Services.
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