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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Ron Moody, CFP®, CRPC®

President - Managing Principal

(256) 704-9400

(256) 704-9444

ron.moody@lpl.com

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...

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Brian Moody, CPA, MAcc

Financial Planner

256-704-9400

256-704-9444

brian.moody@lpl.com

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...

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Jill Stephenson

Client Service Representative

2567049400

2567049444

jill.m.stephenson@lpl.com

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Kelsey Tucker

Director of Client Relations

2567049400

2567049444

kelsey.tucker@lpl.com

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...
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