About

Phone: 503-364-0950

Text: 971-414-3350

In January of 2015, Kimberly became a Partner at Great Oak Advisors and is currently serving as a Financial Advisor and Branch Manager. Kimberly's work with teachers and state employees has given her a broad understanding of the PERS retirement system.

Kimberly began her career in the investment industry in 1997. She enjoys bringing value to relationships by being attentive to one's needs and working to understand the challenges most of us are faced with when striving to meet our financial and retirement goals. Whether you are a new investor wondering if you're ready to take that first step, a pre-retiree toying with the idea of retiring soon, or a seasoned investor enjoying time out on the golf course or tennis court, Kimberly looks forward to providing you with excellent service and building a deeper relationship with you.

Kimberly lives in Salem with her husband, Courtney. She enjoys both the camaraderie of the office environment and the time spent with her four daughters, Caity, Katarina, KyLee, and Claire.

Professional, educational, and community involvement:

• Accredited Investment Fiduciary - AIF
• Certified Wealth Strategist - CWS
• General Securities Principal - Series 24
• Oregon Insurance Licenses – Life, Health, and Variable
• Securities Registrations – Series 7
• Blue Sky and Investment Advisor Registrations – Series 66
• Member and Volunteer – St. Anne Orthodox Church
• Member – Salem Chamber of Commerce
• Participant - Leadership Salem 2022
• Chemeketa Community College – AA Degree

Phone: 503-364-0950

Text: 971-318-0447 

Scott joined Great Oak Financial Group in 2015, and in 2022 he became one of the owners. He brings a fresh perspective from his industrial background, along with success in personally managing his own finances and business endeavors. As an Accredited Investment Fiduciary® and Certified Fund Specialist®, Scott is committed to adding simplicity and understanding to the investment process.

Scott works diligently to keep up with the changes in tax law, retirement plans, annuities, long term care, and life insurance products. He strives to help his clients know and understand the language of finance, and to provide clarity to their Oregon PERS, 401(k) plans, SEP IRAs, Simple IRAs, Deferred Comp, TSAs, Roth IRAs, Traditional IRAs, and Rollover IRAs plans.

If you are ready to start having your finances work as hard as you do, then swing by the office or give Scott a call to set up an appointment.

Scott lives in Salem with his wife, Amanda, and his five young children. He enjoys being involved and serving with his community at Emanuel Bible Church. He is an avid cyclist, chess player, and enjoys backpacking, playing the guitar and most of all spending time with his wife and kids.

Scott's civic, community, and professional involvement, and credentials include:

• Certified Fund Specialist - CFS
• Accredited Investment Fiduciary - AIF
• Investment Adviser Representative - Cetera Advisors LLC
• General Securities Representative - Series 7
• Uniform Combined State Law – Series 66
• Oregon Insurance Licenses – variable annuity lines, life, and health
• 15 years’ experience in steam power production and operations
• Actively participating at Emanuel Bible Church
• Former volunteer with Feed Salem food bank ministry

Phone: 503-364-0950

Text: 541-204-1964

Sherman joined the Financial Services Industry in 1985. He has a Bachelor’s and Master’s degree in Education and Counseling from Iowa State University, which are an integral part of his career in educating his clients on financial strategies and helping them through the ups and downs of investing. The emphasis of his practice is reducing risk while still maintaining opportunities for significant growth. 

He met his wife, Janet, in 1969, at Iowa State University. They have been married since 1972, and have raised three wonderful daughters. Now they have three awesome son-in-laws and eight adorable grandchildren. Sherman enjoys playing golf and doing a lot of traveling with his wife. Because two of their daughters live out of state, they are on the move a lot to visit them and watch their grandkids in all of their activities. 

Phone: 503-364-0950

Text: 971-205-2905

In her current role, she serves as a registered administrative assistant, helping with paperwork, data entry, client relationships, and more. She is fully registered to allow assistance with Kimberly and her clients on an interactive level. Caity is working side-by-side with Kimberly and has a goal of eventually stepping into ownership of her practice. Until then, she will learn and grow and get to know more about Kimberly's clients! In her spare time, she enjoys crafting, playing pickleball with friends, and spending time on the river with her husband, Parker.

Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Phone: 503-364-0950

Phone: 503-364-0950

In January of 2026 we welcomed Claire to the Great Oak Financial team. Claire currently serves an administrative role in the office assisting with paperwork, data entry, and more.

Claire has recently finished her college courses, so you’ll find her working alongside Kimberly and Caity, learning the ins and outs of the financial world. In the near future, she hopes to get started on her securities exams so she can assist with the financial side of the business.

An artist at heart, Claire hopes to use some of her creative side in her role with Great Oak.