Jennifer Davis, CFP®

Managing Partner

Jennifer has over 28 years of financial services experience and serves as Private Wealth Advisor and Managing Partner at SkyOak Wealth. Jennifer specializes in Transitional Wealth Consulting & Preservation, Risk Averse Portfolio Management & Comprehensive Financial Planning.

Jason Stuhmer

Corporate Services Specialist

Jason’s expertise in corporate retirement plans (401k, 403b, SEP, SIMPLE) coupled with an unparalleled knowledge of Corporate Risk Mitigation and Group benefits, will allow him and his team to provide an elevated level of service, with an emphasis on scalability. His dedication to the financial education of rank file employees is what has garnered such an appreciation and respect for his craft, from business owners and C-Suite executives alike.

Joe Hegener

Chief Investment Officer

Joe has nearly a decade of financial services experience and has served as an advisor at both the retail and institutional levels. Joe specializes in non-traditional investment strategies, asset allocation, optimization, and trading.

Jordan Peterson, CFF®

Wealth Manager

Jordan developed a love for providing solutions to businesses and individuals. He has transformed that love into specializations in Comprehensive Financial Planning, Estate Planning & Counseling, and Wealth Preservation. He has a personal interest in protecting professional athletes and business owners in their financial decisions.

Ryan Wellman

Corporate Services Associate

Ryan’s bio is coming soon.

Derek Davis

Director of Investment Strategies

Derek has used his engineering, real estate development, and marketing skills not only to design, implement, and grow the SkyOak brand but also provides continued support and leadership. He is also the brains and engineering behind RAAMPS, our portfolio strategy.

Damien Rennie

Wealth Manager

Damien provides a high level of financial planning and advisory services to individual & families. He also works as part of a team providing corporate services such as 401k, 403b, and defined contributions plans to companies and organizations.  Damien specializes in helping people build a foundation and strategy to reach their financial and life goals.

June Lee McReynolds

Wealth Manager

June’s area of expertise is in designing, implementing and managing corporate retirement plans. Depending on the situation, she and her team will consult, educate, and recommend the best plan(s) and platform for the company. June collaborates with other providers such as record-keepers and third-party administrators to be able to provide a large line up of services and expertise.

Tim McReynolds

Wealth Manager

Timothy first began working at the age of 13 in his father’s cabinet shop learning a strong honest work ethic under his father’s guidance. By the time he reached 20 he was managing the shop with over a dozen employees. He began to get involved in Local film projects in the Medford area and decided to make the big move to Los Angeles to pursue acting and film in 2007.