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
Chief Operating Officer (COO)
Elise joined Oakcrest Capital, LLC as the Chief Operating Officer. In this role she will be dedicated to employee growth and retention, business development, and continued optimization of Oakcrest processes and procedures to best meet the needs of our clients. Prior to officially joining Oakcrest, Elise worked for 15 years in a senior leadership role at a health advocacy consultancy, where she was responsible for overseeing the strategy and execution of short and long-term, nontraditional, philanthropic advocacy programming for multiple Fortune 500 pharmaceutical and Biotech clients. She brings a wealth of knowledge in many applicable areas including internal operations, infrastructure building, strategic planning, client services, and communications.
Elise holds a Bachelor of Science degree from the University of Wisconsin-Madison. When she’s not working, she loves traveling, trying new restaurants, and spending time with her two children, Kora and Graeme.
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, Susan 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. Susan joined OakCrest in 2022 and has over 4 years of experience in office management and customer service. Susan has completed the Cambridge Client Service Excellence (CCSE) certification and is Six Sigma Yellow Belt certified. She enjoys traveling and spending time with her family.
Administrative Office Assistant
In her current role, Alexis 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. Alexis joined OakCrest in 2022 and has one year of experience in office management and customer service. She enjoys hunting, fishing, and spending time with her dog, Bailey.