Meet the Team

OAD runs like a well-oiled machine thanks to an exceptional crew.


All clients receive additional support from our business partners:

Mike M. - Financial Consultant

Our financial planner is dedicated to understanding your unique goals and crafting personalized strategies to help you achieve them. From retirement planning to investment management, we're here to guide you every step of the way.


Conor D. - Real Estate Consultant

Whether you're navigating the homebuying process or exploring investment opportunities in real estate, our consultant is here to provide expert guidance every step of the way.


Emanuel W. - Credit Consultant

Your credit plays a crucial role in your financial well-being. Our credit consultant is committed to helping you understand and improve your credit profile, opening doors to better financial opportunities and securing your financial future.


Gail C. - ACA Health Insurance Agent

Gail makes sure your health insurance applications are accurate and up to date so you avoid costly tax credit repayments. She works closely with our team to match you with the best policy while ensuring your income is reported correctly, minimizing or eliminating the risk of repayment at tax time.