We think about your finances, so you can focus on what is most important to you.
Guided by our Values
These are the qualities that drive us as individuals and as a team…
What do you value?
Meet the people who can help you think beyond your money by aligning your values and finances.
Keith is a two-decade veteran in the financial services industry who appreciates the technical side of planning. He has always had a passion for markets and the economy, and sees his work with the North Oaks Financial Group as an opportunity to build something truly unique.Meet Keith
Luke is a holistic planner who helps people prepare for the certainty of uncertainty. He prides himself on working closely with clients to enable them to write chapters in their life story they never thought possible.Meet Luke
Nick brings passion, intelligence and light-heartedness to discussions about finances. He is a true “people person” with an interest in understanding why people do what they do with their money. Nick’s personality is a cornerstone of the North Oaks Financial Group, making him a favorite among colleagues and clients alike!Meet Nick
North Oaks Office
North Oaks, MN 55127-7204
Coming Soon. We’re on the hunt for a downtown Minneapolis office to help us better connect with valued customers in the downtown area.
Check back soon for details.
Available to meet by phone or video calls, and licensed in multiple states – so you can work with us from wherever.