Keith is a two-decade veteran in the financial services industry who appreciates the technical side of planning. He has always had a passion for markets and the economy, and sees his work with the North Oaks Financial Group as an opportunity to build something truly unique.

Luke is a holistic planner who helps people prepare for the certainty of uncertainty. He prides himself on working closely with clients to enable them to write chapters in their life story they never thought possible.

Nick brings passion, intelligence and light-heartedness to discussions about finances. He is a true “people person” with an interest in understanding why people do what they do with their money. Nick’s personality is a cornerstone of the North Oaks Financial Group, making him a favorite among colleagues and clients alike!