Our Qualifications

We have been working with individuals and businesses for 15 years and our roots run deep.  Oak Financial Advisors and The Oak Financial Group have a combined experience in excess of of 45 combined years.  We offer extensive personal and professional experience that encompasses investment management, retirement planning, insurance and group benefits planning.  

Besides being securities and insurance licensed, James Rodgers and Jeremy Vernor each have their MBA's and are Investment Advisor Representatives.

One of the benefits of working with us is that we make it a prority to provide clear, easily understood explanations of financial products and services. Our goal is to make sure that you and we are on the same page.  Ask us about helping you create your own investment policy statement. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck