OakStar Investment Services
Investing in Your Future.
Client Focused Services
Our Personalized Plans.
Our top priority is to serve you and your family. OakStar Investment Services wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies tailored to your goals.
We are invested in the communities we serve.
Let's talk about your investment strategies.
Our team is ready to help answer your questions.
Our mission is to develop meaningful relationships by creating extraordinary experiences for those we SERVE. Our passion is to "Create a Difference, Leave a Legacy" by choosing to be the best version of ourselves as we SERVE each day.
When you work with OakStar Investment Services, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.
Our team works hand-in-hand with you, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Director of Wealth Management
Client Relationship Manager