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Meet Our Team

In 2002, Financial advisors Jon Sweet and Mark Williams came together to form Oak Leaf Wealth Management. They are committed to offering comprehensive financial planning, prudent investing strategies, and truly listening to their clients.

Oak Leaf serves greater New England with offices in:

  • Newport, RI
  • North Smithfield, RI
  • Rehoboth, MA

We are very discerning about the people we employ. We work with people who emulate our values and who feel like family. Our office staff is made up of members who have that special spark. They go the extra mile for our clients. They stay until the job is done. And they smile. A lot.

Meet Our Oak Leaf Family:
(Click on the photo to read each bio.)

Jon Sweet

Jon Sweet, CFP®

Founder, Principal

(401) 765-1711

jon@oakleafwm.com

FUN FACT: Jon spent a year sailing on a tall ship as a teenager. Professional Credentials CERTIFIED FINANCIAL PLANNER® professional, FINRA Uniform Securities State Law...

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Mark Williams

Mark Williams, CFP®

Co-Founder [Retired]

(401) 849-1319

Markwilliams@cfnmail.com

FUN FACT: As a lifelong skier, Mark spent eight years in the ski industry before returning to college. Professional Credentials CERTIFIED FINANCIAL PLANNER (™) professionalFINRA Uniform Securities State Law Examination (Series...

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Marja Sweet

Marja Sweet, CFP®

Partner, Financial Planner

(401) 765-1711

marja@oakleafwm.com

FUN FACT: Marja spent 3 years in Greece during high school. Professional Credentials CERTIFIED FINANCIAL PLANNER™FINRA Uniform Combined State Law Examination (Series 66)FINRA General Securities Representative (Series 7)Licensed...

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Vasilis

Vasilis "V" Izanidis, CFP®

Financial Planner

401-765-1711

Vasilis@OakLeafWM.com

FUN FACT: Vasilis was born and raised in Greece and came to the U.S at 20.Nicknamed “V” due to the difficult pronunciation of his name (Vah-see-leez). Professional Credentials CERTIFIED FINANCIAL PLANNER®...

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Flor Toledo

Flor Toledo

Client Operations Manager

Matthew Bouthillette

Matthew Bouthillette, CFP®, EA®

Financial Planner

401-765-1711

matt@oakleafwm.com

Matt is a Financial Planner and Director of Tax Planning at Oak Leaf Wealth Management. He works with individuals and families to implement specialized financial strategies with the goal of inching closer to their desired ‘next phase’;...
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Tyler Oakley

Tyler Oakley

Office Administrator

401-765-1711

tyler@oakleafwm.com

Fun Fact:  Tyler has traveled to over half the states, and last year ventured off with his friends from college to visit Greece, England, and Switzerland.Tyler grew up outside in Mansfield, Massachusetts and chose to move south...

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