Not your average financial advisor.
At OakCrest Capital, we strive to provide exceptional customer service and to make a difference in the lives of our clients. We strongly believe that building trust and long-term relationships, rather than individual transactions, is essential. We partner with you to develop unique and personalized strategies best suited for your specific needs, goals, resources, and objectives. As an independent firm, we are not affiliated with any investment or insurance companies and are truly objective in the advice we give and the products we recommend rather than being limited to proprietary platforms.
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Meet Our Team
Chief Executive Officer (CEO)
Ryan is CEO and founder of OakCrest Capital, LLC and prides himself on serving as a trusted financial advisor to his clients so they can focus on what is most important to them – their family, businesses, and careers. As wealth managers, Ryan and his team help clients create and implement their lifetime financial plans. It is OakCrest’s goal to help clients send their children or grandchildren to college, protect their family in the event of unforeseen circumstances, retire and remain comfortably retired. In his leadership role as CEO, Ryan drives the strategic direction and future opportunities for the firm. He is dedicated to keeping himself and all OakCrest clients informed on current events that can impact their financial life and delivers this information in a way that is easy to understand through ongoing communication. He continues to leverage technology to improve the delivery of services and client interaction.
Continued professional education is a big focus for Ryan. He has multiple designations including CERTIFIED FINANCIAL PLANNER™(CFP®) and Enrolled Agent (EA) certification with the I.R.S., so that he can continue to meet the evolving challenges of clients and elevate Oakcrest services.
In his free time, Ryan enjoys spending time with his wife Elise and two amazing kids – Kora and Graeme. When he’s not working with clients or spending time with his family, you can usually find Ryan on the golf course.
Designations and Licenses
- CERTIFIED FINANCIAL PLANNER™(CFP®)
- Enrolled Agent (EA) Certification with the I.R.S.
- ChFC® Chartered Financial Consultant®
- CLU® Chartered Life Underwriter®
- Certified Divorce Financial Analyst® (CDFA®)
- FINRA Securities Registration: Series 6, Series 63, Series 66, Series 7
- Property and Casualty
- Life and Health
- Long Term Care
- Cambridge Premier Club
- Financial Planning Association
- Financial Services Institute
- Financial Services Professional
- National Association of Enrolled Agents
- North Carolina Society of Enrolled Agents
- Illinois Society of Enrolled Agents
- Indiana University – BA
Registered client services associate
Lori joined OakCrest Capital, LLC in 2018 as a Registered Client Associate. She brings over 30 years of experience in the financial services industry including several years as an institutional salesperson and more recently as a marketing and sales associate. Lori has an undergraduate degree from the University of Iowa and an MBA Finance degree from Loyola University of Chicago. Her attraction in joining OakCrest, was to work closely with the team of successful and dedicated advisors who place their client’s financial goals and needs as their top priority. In addition to years of experience, Lori has her investment licenses, which enables her to bring a higher level of client services expertise to her role OakCrest.
Lori and her husband have two grown children and in her free time, she enjoys cooking, reading, and traveling. Her favorite pastime during the spring and summer is gardening.
Steve Brill joined Oakcrest Capital in late 2021 and has fifteen years of experience in the financial sector working as a trader, primarily in agricultural futures. As a paraplanner, Steve will be assisting OakCrest clientele with our financial planning technology to constantly stay organized with all their financial accounts 24/7. Steve holds a bachelor’s degree from DePaul University where he double majored in finance and accounting. In his free time he enjoys spending time with his son Nick, honing his golf game, and playing poker.
Administrative Office Assistant
In her current role, Deborah assists financial professionals through our partnership with our independent broker-dealer, Cambridge Investment Research, Inc., with administrative responsibilities including account management, reporting and planning, communication, and client management. Deborah joined OakCrest in 2021 and has over 30 years of experience in office management and customer service. Deborah received a Bachelor of Science degree from Iowa State University. She enjoys traveling, volunteering for community programs, following sports and spending time with her family.
Administrative Office Assistant
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Madi Sieren is an accomplished administrative specialist with more than 3.5 years of experience in office administration. Madi has been assisting Oakcrest since 2021, specifically assisting in the areas of account management, reporting and planning, communication, and client management. She currently lives in Richland, Iowa, where she enjoys being outside and spending time with her daughter. Madi enjoys hunting, ranger riding, and bank pole fishing along the Skunk River.