Meet Our Team Of Professionals | Great Oak Financial Planning

Associates

Ross Collingwood RFC AIF | Financial Advisor | Great Oak Financial

Ross D. Collingwood RFC, AIF

Financial Advisor

Kimberly J. Harris AIF | Financial Advisor | Great Oak Financial

Kimberly J. Harris AIF, CWS

Financial Advisor and Branch Manager

Daniel C. Porth CPA

Financial Advisor

Debbi Reaves CPA

Financial Advisor

Sherman Ober

Financial Advisor

Scott A. McGillivray AIF, CFS

Financial Advisor

Blaine Burnett

Office Manager and Financial Advisor

Konner Lessard

Financial Advisor

Support Staff

Fran Bradel

Office Assistant

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