400 Bob Wallace Avenue Southwest
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.
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...
Richard has been in the financial services industries since 1996 in Huntsville and Decatur, Alabama. He started with Oak Tree Financial Services in March of 2017 and has been with LPL since 2013. Richard takes great pride in assisting...
Senior Wealth Consultant - Director of Financial Planning
Jonathan brings more than 17 years of professional experience with him. He holds the title of Senior Wealth Consultant and Director of Financial Planning here at Oak Tree Financial. Jonathan graduated from Auburn University with a...
Tara is an administrative professional with over ten years experience in client relations and marketing. She offers significant expertise in maintaining and enhancing a positive client experience to Oak Tree Financial. Adept in client...
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...