Our Mission
Our Mission is to impact Clients’ lives – One plan at a time with our collective talents, lifelong learning, and dependable resources.
Our Vision
At Oakmont Financial Group, we will chart a course to turn your vision into achievable goals. As your dependable advisor, we aim to empower you with the knowledge you need to confidently advance while enjoying the journey! Your future self will thank you.
Our Values
Competence
- Taking discipline and prudent action to be the most excellent, knowledgeable, and professional financial advisors for our stakeholders' needs.
- Anticipating macro and micro market trends and applying sound analysis.
- Proactive in identifying problems and delivering valued solutions.
- Identifying and empowering talent who are innovative and flexible in response to change and uncertainty to recognize and maximize on opportunities.
Character
- Upholding our values and transparency to do the right thing for the people we serve.
- Applying our core beliefs to foster internal stakeholder relationships.
- Soliciting input from teammates, industry thought leaders, and clients in formulating quality decisions.
- Honoring honest mistakes as opportunities for growth.
Client Care
- Putting our clients' needs and interests first and maintaining the kind of relationship they want with us.
- Providing “mind easing” solutions with practical and proven strategies.
- Anticipating and shaping client centered solutions based on market analysis in tandem with client expressed concerns.
- Use breakthrough and reliable technologies in delivering world class client service.
Communication
- Employ technologies that reach beyond walls to link and connect all stakeholders in meaningful and relevant ways.
- Coalesce around shared language, meaning, and plans to support and energize performance and foster healthy team culture.
- Use written documentation to provide seamless messaging between stakeholders to partner for accountability, developing planning and strategies, and decision making.
- Encourage participation in discussions in order to foster collaboration, inclusion and common ground.
Who We Help
1. Young Professionals, Emerging Leaders & Career Builders
Individuals in the early to mid-stages of their careers seeking to build a financial foundation, manage cash flow, invest wisely, and establish long-term goals. Professionals advancing in their careers who need guidance around increasing income, optimizing benefits, tax-efficient investing, and long-term wealth-building strategies.
2. Young Families
Households navigating competing priorities such as saving for education, managing protection needs, budgeting, and establishing a long-term plan for financial security.
3. Women Investors
Women navigating their financial lives—whether building careers, managing households, balancing caregiving responsibilities, planning for retirement, or transitioning through life events such as marriage, divorce, or widowhood.
4. Families Planning for a Loved One with Disabilities
Helping families protect the long-term financial security and quality of life of loved ones with disabilities. Through thoughtful coordination of financial strategies, public benefits considerations, and estate planning, I work to create plans that provide stability, flexibility, and peace of mind—both now and in the future.
5. Athletes (Collegiate, NIL, Semi-Pro, and Professional)
Individuals with variable income, sponsorship or NIL earnings, short career windows, and a need for specialized planning regarding protection, taxes, and long-term financial stability.
6. Pre-Retirees/Retirees
Clients preparing for retirement who need guidance on income planning, Social Security timing, tax strategy, and transitioning confidently into the next chapter of life.
Individuals seeking sustainable, tax-efficient income strategies, portfolio management, risk management, and purposeful financial decision-making throughout retirement.
7. Business Owners & Entrepreneurs
Owners requiring integrated planning, including business succession, retirement plans, tax strategy, benefits, cash flow, and personal wealth planning connected to the enterprise.
8. Values-Driven Individuals & Families
Clients who prioritize ethical decision-making, generosity, stewardship, and aligning financial strategies with their personal beliefs and purpose.
9. High-Earning Households
Dual-income and high-income earners who need advanced planning for risk, taxes, investments, wealth accumulation, and long-term financial organization.
10. Individuals Navigating Life Transitions
Those experiencing marriage, parenthood, career changes, divorce, special needs, unexpecting death, relocation, or other major financial transitions requiring structured, objective planning.
Let's put your plans in motion
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Locations
Chicago Office
- Phone:
- 312-800-1822
Hours
Lincoln Park Office
- Phone:
- 312.800.8122
Chicago Downtown Office
- Phone:
- 312.800.1822