Our Team

Doug King is a CFP® professional who has spent over 37 years in the financial services industry helping families across multiple generations and successful entrepreneurs reach their long-term financial goals and dreams.

He is passionate about helping his clients solve complex financial needs through comprehensive financial planning, customized asset allocation strategies, tax and estate planning, and sound investment advice.

Doug earned two bachelor’s degrees, in finance and management, from Virginia Tech and a Master of Business Administration from the University of Minnesota’s Carlson School of Management. He completed his CFP® certification in 1989 from the College for Financial Planning and he previously served as the 2021 Chair of the Certified Financial Planner Board of Standards, Inc. (CFP Board) and he serves on the board of the Northern Star Council of the Boy Scouts of America.

Doug has been married over 36 years to his wife, Katy, and has four adult children who work jointly at Oakwood in various capacities. He is an avid outdoorsman and loves hunting, fishing, canoeing, hiking, motorcycling, scuba diving, golfing, and snowboarding.

Jason King is a well-rounded financial, tax, and investment advisor that has a passion to deliver guidance that instills confidence in his clients' financial wellbeing.

Knowing that when it comes to your financial life, true success is not just achieved – it’s sustained. He seeks to provide personalized service to help build and preserve wealth, create a lasting legacy, and implement income strategies that empowers his clients to live their life's ambitions.

Always pursing the knowledge needed to help those in need, Jason has earned his Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER^TM, Enrolled Agent, Series 7, 24 & 66, as well as, the Life and Health Insurance licenses. This is furthered by his continued education through these designations and membership to The Financial Planning Association (FPA).

When Jason is not working, he enjoys spending his time with his wife, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.

Brandon King comes from a strong retirement planning background. After working in the financial services industry for over 8 years, he discovered a passion for helping others meet their financial goals. Brandon has spent a majority of his professional career as a Sr. Retirement Consultant at Allianz Life. In his role, Brandon assisted financial professionals in developing retirement strategies in order to help their clients meet their long- term financial objectives.

Eager to diversify his professional career and skill set, Brandon has earned his Bachelor of Science in Entrepreneurship and obtained his Certified Financial Fiduciary®, Series 7, 63, 99, and Minnesota Life insurance licenses. Brandon intends to further his designations and knowledge of the financial services industry.

When he is not working, Brandon enjoys biking, rock climbing, and a variety of other outdoor activities. He also enjoys spending time with friends, family and his fiancé, Miranda.

Michael is an Investment Advisor Representative (IAR) of Oakwood Capital, Inc., a Registered Investment Advisors (RIA), and affiliated with Oakwood Capital Advisors, LLC which is a full fiduciary-oriented advisory firm. We follow a structured and personalized financial planning process to ensure we address all aspects of your financial life. Our process is designed to provide you with clarity, confidence, and a clear path to achieving your financial goals.

Oakwood Capital Advisors offers investment management services, estate planning, tax planning and retirement planning, where your goals and risk tolerance are the guiding principles upon which all our investment recommendations are based.

Michael has been a licensed financial advisor since 1986, having represented RBC Wealth Management, PaineWebber, Morgan Stanley, and Oakwood Capital Advisors, an independent advisory and planning firm. He holds the Retirement Income Certified Professional (RICP) designation, confirming his specialized training to assist clients planning their future in retirement.

Michael has his residence and business location in Bermuda Dunes, CA, serving the Coachella Valley and nearby communities.

Trent is head of operations at Oakwood Capital Advisors, LLC with a passion for detail-oriented work and process improvement. Trent has spent his years working in the financial industry, focusing on streamlining processes and ensuring the smooth operation of daily activities.

As a Montana State University graduate with a degree in finance, Trent has a strong understanding of financial planning and management. Trent's primary responsibilities include managing day-to-day operations, ensuring compliance with regulatory requirements, and overseeing the company's technology systems.

In his free time, Trent enjoys a wide range of outdoor activities including snowboardings, skateboarding, and hiking. He also enjoys going to sporting events and spending time with friends and family.

Educational Background:

• Degree in Finance, Montana State University, Boseman

Professional Affiliations & Achievements:

• Eagle Scout, Boy Scouts of America

Leanna is passionate about helping keep our clients happy and ensuring our company runs smoothly!

With her proven organizational skills and experience in communications, she wears many hats in our organization - from providing administrative support to our clients and advisors; to helping our executives manage their busy schedules; updating our social media sites; and incorporating her creativity in her work with her background in graphic design. 

In her spare time, Leanna’s hobbies include hiking, yoga, snowboarding, playing the ukulele, and painting. She also loves to spend time with her friends, family, boyfriend, and her cat.

Educational Background:

• B.A., Strategic Communications/Media Design; University of Colorado, Boulder
• Dean’s list at University of Colorado

Professional Affiliations & Achievements:

• Silver Scout, Girl Scouts of the United States of America
• Venture Scott, Scouts BSA -  attended the World Scout Jamboree in Japan along with 40,000 other young adults from 168 different countries

Teresa is a Twin Cities native who attended the University of Minnesota and relocated to Fort Myers, FL, in 1994.

She brings extensive experience in executive support and office management, having served roles as an Office Manager, Contract Administrator, Project & Permit Coordinator, and an Executive Assistant in several other companies.

In her free time, Teresa enjoys spending time with her two sons, traveling with her husband, bodybuilding, motorcycling, and engaging in outdoor activities.

Summer has 25 years of experience in bookkeeping and receptionist roles. She is dedicated to ensuring that clients gain a thorough understanding of the company and its services. She is committed to creating a welcoming and professional environment.

With excellent communication and organizational skills, Summer strives to build strong client relationships, facilitate smooth operations, and contribute to the overall success of the organization.

In her free time, Summer enjoys,  fishing, camping, and traveling with her husband and son.