Mickey Cohen is passionate about helping clients navigate the challenges of financial planning with clarity and care. Growing up with his non-verbal, autistic, and epileptic brother inspired his advocacy for the disability community and his dedication to supporting families with loved ones who have special needs.

Born and raised in Northbrook, Illinois, Mickey graduated from the University of Colorado Boulder with a bachelor’s degree in accounting and served as a Learning Assistant for the Leeds School of Business. He provides client service across all areas of Oak Wealth Advisors, focusing on creating value through analysis and understanding, and is completing CFP® designation coursework through Northwestern University.