Braham Duncan
Financial Professional Trainee
Burcu Kalaycioglu
Marketing Coordinator
burcu.kalaycioglu@oakwoodwp.com
Bio Burcu Kalaycioglu joined the Oakwood Wealth Partners team in May 2016. Previously, Burcu spent 10 years working for advertising and marketing agencies as a project manager, handling TV, print campaigns and collateral materials for...
Cathy Lenzi
Executive Assistant to Dean Holmes
What’s your favorite sports teams? My favorite sports team are just about all Chicago teams – Cubs, Bulls, Blackhawks, and Bears. In my opinion it is the greatest sports city, with the best sports fans in the world. I’m thrilled to say...
Cole DiMarco
Paraplanner
949-304-1515
Bio Cole DiMarco is a Financial Professional Trainee with Oakwood Wealth Partners. In this role, Cole works with OWP and Osaic FA’s financial professionals, helping them with creating and implementing financial plans and solutions....
Dean Holmes
Financial Planner
What’s a fun fact about me many people may not know?BBQ Pit Boss – I love cooking and as a high school student I seriously contemplated going to culinary school to become a professional chef. This didn’t happen...
Derrick Nguyen
Financial Planner
Derrick.Nguyen@OurProspera.com
Derrick Nguyen is a Financial Planner and started his career with Osaic FA in 2012. He serves the community as a financial planner, working with medical professionals, education professionals and business owners....
Grant Lockwood
Financial Professional Trainee
Heather Searl, CRPC®
Financial Planner
Bio Heather Searl is an Investment Advisor Representative with Oakwood Wealth Partners. She works with her clients to help them achieve financial independence. Heather and her team take a holistic, personalized approach to create a...
Jaden Duncan, CFP®
Financial Planner
Jennifer Farrar
Executive Assistant to Mike Lockwood
Bio Jennifer Farrar joined Oakwood Wealth Partners in May 2023. She works alongside with Mike Lockwood asan Executive Assistant. Her role encompasses managing Mike’s calendar, scheduling client meetings,providing various administrative...
Kevin Matthew Campbell, CFP®, CRPC®
Financial Planner
Bio Kevin Campbell is an Investment Advisor Representative with Oakwood Wealth Partners. He works with pre-retirees, small business owners, and families helping them to protect and secure their financial independence. Kevin takes a...
Kevin Oros
Financial Planner
Lily Figueroa
Assistant to Valerie Esteban & Kevin Campbell
Lily Figueroa joined the Oakwood Wealth Partners Team in late 2019. She works as an assistant to Valerie Esteban and Kevin Campbell, helping them with client communications, processing business and preparing paperwork. Lily was...
Marianne Ehlers, CEPA®
Financial Planner
Bio "I’m committed to thoroughly understanding your situation and customizing a comprehensive financial plan to achieve your goals”. Marianne Ehlers is an Investment Advisor Representative with Oakwood Wealth Partners. She enjoys...
Marisol Guerrero
Customer Service and New Business Administrator
marisol.guerrero@oakwoodwp.com
Matthew Manskar, CFP®, CRPC®
Financial Planner
Bio Matthew Manskar is a financial planner with Oakwood Wealth Partners. Through comprehensive planning, Matt partners with his clients first by understanding what is most important in their lives, creating a flexible plan that makes...
Melissa Droege
Executive Assistant - Client Concierge
Bio Melissa Droege, who worked as an Osaic FA (formerly Lincoln Financial Advisors) customer service rep for two years, joined the Oakwood Wealth Partners team in 2018. Melissa works with our team processing business, coordinating team...
Michael Lockwood, CFP®, CRPC®
Founding Partner and Financial Planner
Michael Lockwood is an Investment Advisor Representative with Osaic FA. With over 35 years of experience in the financial planning industry, Mike has built a loyal clientele of successful professionals, executives and...
Mike Kish, CFP®, CRPC®
Partner and Financial Planner
Bio Mike Kish is a financial planner and Partner with Oakwood Wealth Partners. As a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) & Investment Advisor Representative, Mike puts his clients’ objectives first in all circumstances. He...
Nick Lockwood, CRPC®
Financial Planner
Bio Nick Lockwood is an Investment Advisor Representative with Oakwood Wealth Partners. He works with retirees, small business owners, and families to help them reach their financial goals. Nick, and his team, take a comprehensive...
Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC®
Private Wealth Advisor
Roberto Duran is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Odyssey Wealth Design, a comprehensive financial services practice. Mr. Duran began working in the field of finance in 1998, as an intern in Corporate Market Risk...
Sabrina Bilt
Customer Service Representative
Sean Hooper, CRPC®
Financial Planner
Bio Sean Hooper is an Investment Advisor Representative with Osaic FA (formerly Lincoln Financial Advisors Corporation). He works with pre-retirees, young professionals, business owners and their families to help them achieve financial...
Terri Halligan
Investment & Insurance New Business Specialist
Bio Terri Halligan joined Osaic FA (formerly Lincoln Financial Advisors) in February 1999. Terri has held various support roles during her 25 years of working for Osaic FA. She is currently part of the Oakwood Wealth Partners Team and...
Tim Johnson, J.D.*, CRPC
Chief Investment Strategist
Valerie Esteban, CFP®,CRPC®
Financial Planner
Download my contact information: Bio Valerie Esteban is an Investment Advisor Representative with Oakwood Wealth Partners. Mrs. Esteban began her career with Osaic FA (formerly Lincoln Financial Advisors) as a Paraplanner. In this role...