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Meet Our Team

Chris Anicete

Christopher F. Anicete

Managing Partner | Founder

608-215-1402

chris.anicete@oakbridgewealthmgmt.com

Chris Anicete, Managing Partner and Founder at OakBridge Wealth Management, crafts tailored financial solutions for his clients, helping to guide them towards their financial goals.

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Joe Dwyer

Joe Dwyer, JD, CFP®

Wealth Management Advisor I Partner

608-216-6805

joe.dwyer@oakbridgewealthmgmt.com

Joe Dwyer is a comprehensive Wealth Management Advisor with a single mission — to help his clients pursue a confident financial future while maintaining a flexible, balanced, and efficient approach.

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Chelsea Mohoney

Chelsea Mohoney

Operations Manager

262-210-6207

chelsea.mohoney@oakbridgewealthmgmt.com

Chelsea Mohoney, Operations Manager at OakBridge Wealth Management, enriches our team with her passion for aiding clients on their financial journeys. Chelsea’s unwavering support of our clients plays a key role in our mission’s success. 

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Isaac Evers

Isaac Evers

Paraplanning Director

920-257-6920

isaac.evers@oakbridgewealthmgmt.com

In the wealth management firm, Isaac Evers stands out as OakBridge's Paraplanning Director.

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Desmond Ford

Desmond Ford

Director of Client Relations

608-214-1034

desmond.ford@oakbridgewealthmgmt.com

Desmond Ford, Director of Client Relations at OakBridge Wealth Management, is driven by a desire to build strong relationships. His personal mission is to positively impact the client experience through their planning process.

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About Our Team

Fortify your wealth and build a fulfilling future with the help of the OakBridge Wealth Management team. For more than thirty years, OakBridge Wealth Management team members have offered professional athletes, entrepreneurs, and families an efficient, personalized approach to financial planning.

Whether you're looking to fortify what you've built or start building towards your financial goals, our comprehensive suite of services allows our clients to empower themselves and their financial foundations. By  leveraging our knowledge and resources, we help to provide the guidance and analysis you need to make confident financial decisions.

At OakBridge Wealth Management, there are no cookie-cutter plans. We have an unwavering commitment to helping our clients pursue their financial goals, ensuring that our financial strategies are built with their unique situations in mind. 

Our Values

Our values serve as puzzle pieces to make up who we are and what we do. Since our inception, we have been rigorously dedicated to building an incredible financial firm for the individuals we serve, based on being:

Client-Focused

Building a results-driven financial plan starts with understanding your needs. We build strong working relationships through open communication and a commitment to your vision.

Transparent

Trust is the only foundation on which to build our business. That's why our team keeps you in the know with transparent communication throughout the financial planning process.

Flexible

Our financial planning services are structured, yet flexible, to account for the many variables in your life. We consider all factors you're facing and incorporate them into your financial plan to help you pursue your goals.

Our Mission

Our mission is to lead our clients to obtain their full financial potential. We have an unwavering commitment to remain a client-first, innovative, and trustworthy firm. Ultimately, we want our clients and their families to know they are well cared for by our team of financial professionals.

Once their financial puzzle comes together, life feels safer and more enjoyable. Witnessing that excitement and relief drives our team to relentlessly pursue our mission to be the best at what we do.

When a client joins OakBridge Wealth Management, our mission is to positively impact their lives and inspire them to continue pursuing their dreams.