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
Ryan is the founder of OakCrest Capital 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 businesses, careers, and family. He is dedicated to keeping himself and his clients informed and delivers this information in a way that is easy to understand. Ryan has been recognized as a guest speaker at seminars held by the American Medical Association, Fraternal Order of Policy in Chicago, as well as medical, dental, optometry and law schools to educate students on financial decisions following graduation.
Ryan is a member of the Cambridge New Century Council; a select group of independent advisors that help shape the direction that Cambridge will take in the future.
In his free time, Ryan enjoys spending time with his family, golfing, traveling, sports entertainment, and giving back to the Chicago community. Ryan is actively involved with the Indiana University Alumni Association.
Designations and Licenses
- CERTIFIED FINANCIAL PLANNER™(CFP®)
- ChFC® Chartered Financial Consultant®
- CLU® Chartered Life Underwriter®
- Enrolled Agent (EA) Certification with the I.R.S.
- 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
- 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 children who are in college. In her free time, she enjoys cooking, reading and travel. Her favorite past time during the spring and summer is gardening. She serves as a deacon at her church and is an active member in her sorority alumni organization.
Ashley Harland joined Cambridge in 2018 and Oakcrest Capital in 2019. In her current role, Ashley assists Ryan and Lori with administrative responsibilities including account management, reporting and planning, communication, and client management. Ashley graduated from Indian Hills Community College and obtained an Associates Degree and Administrative Assistant Certificate. Her past work history includes customer service, which allowed her to access and implement the necessary steps to accurately complete a client’s request.
Ashley currently lives in Cedar, Iowa with her husband and their two young boys. In her free time she enjoys playing with her kids and painting.
Take the next step towards financial independence.
Let us know how we can help.