Team

Kelly S. Miller

Financial Advisor

Building and solving financial puzzles is Kelly Miller's passion. She began The Oak Tree Group in September of 1990, and continues to devote her life to helping her clients realize their financial dreams and desires. Kelly has a...

Eileen M. Fannon

Financial Advisor

efannon@theoaktreegroup.net

Eileen M. Fannon has considered herself semi-retired since 2014 even though she spends more than 40 hours a week attending to her clients. To her this is a vocation, not a job. Ask Eileen how she is paid or why she is not a member of...

Ellen Coleman Rapier

Financial Advisor

erapier@theoaktreegroup.net

Ellen Rapier joined the Oak Tree Group team in 2004, and became licensed in 2006. Ellen is passionate about helping fellow Gen Xers and Millennials reach their financial goals and accumulate wealth. Because of her enthusiasm for...

Laurel Miller

Financial Advisor

laurel@theoaktreegroup.net

Laurel Miller became an official member of the Oak Tree Group in the summer of 2017. However, she has been observing the high level of care and customer service the firm has provided for many years. Realizing the importance of this...

Cheryl Dickey McGuire

Financial Advisor

Cheryl Dickey McGuire is a Private Wealth Advisor that works one-on-one with individual clients and small business owners to develop optimal financial, investment, and tax planning strategies. Her career success can be directly...

Daphne Dukes

Senior Administrative Assistant

daphne@theoaktreegroup.net

Daphne came on board with the Oak Tree Group in fall of 2023, but we’ve known her as a colleague for many years prior. She has over 40 years in the financial planning and insurance industry, in an administrative capacity. Daphne was...

Savannah Stewart

Executive Admin Specialist

savannah@theoaktreegroup.net

Savannah joined the Oak Tree Group in the fall of 2020. Driven by her desire to learn how the investment world operates, she served the clients of the Oak Tree Group while working towards her college degree. In December of 2022, she...