Brett has over 15 years of experience in the investment and insurance industries. He has spent time on a trade desk executing stock/bond/option trades with advisors around the country while running the margin department of a broker-dealer. He spent years conducting ethics and suitability oversight as well as auditing f...

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Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest...

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