Meet Your Financial Advising Team
If you want to go far, come with us
Generations working together
Generations of Expertise
Over 150 collective years of industry experience working together as your financial advising team. At The Oak Financial Group, generations of our family protect, guide, grow, and enrich the financial legacies of our clients’ generations.
Rick Moore
Financial Advisor & Managing Partner
Owner & Founder
Shelby Moore
Financial Advisor
Jeremy Vernor
Financial Advisor
James Rodgers
Financial Advisor
Andy Couch
Consultant
Tes Moore
Senior Client Service Manager
Kim Svoboda
Senior Client Service Manager
Natalie Spurlock
Customer Relations
Christie Lostracco
Client Service Manager
Darcie Moore
Client Services
Sequoia Boswell
Marketing & Client Services