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.
Ron Moody, CFP®, CRPC®
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...
Brian Moody, CPA, MAcc
Financial Planner
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...
Coulton Owens, AAMS®
Wealth Planner
Coulton Owens entered the securities industry in 2025, bringing with him a background in trading and a strong entrepreneurial spirit. Before joining Oak Tree Financial Services, he launched and managed several business ventures. He is...
Maria Guest
Administrative Office Manager
Maria oversees our day-to-day operations and keeps everything running smoothly behind the scenes, ensuring that our team—and your experience—stays on track. With a background in both financial services and hospitality, Maria brings a...