Jon Sweet, CFP®, AIF®
Financial Advisor
FUN FACT: Jon spent a year sailing on a tall ship as a teenager. Professional Credentials CERTIFIED FINANCIAL PLANNER (™) professionalAccredited Investment Fiduciary (™) designeeFINRA Uniform Securities State Law...
Mark Williams, CFP®
Financial Advisor
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...
Marja Sweet, CFP®
Junior Partner
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...
Jacki Zahn
Operations Manager
Jacki is the go-to person for almost everything at the Oak Leaf offices, from phone calls to scheduling appointments, Jacki keeps us all organized. If we gave out gold stars for kindness and professionalism, Jacki would win them...
Elizabeth Campbell
Paraplanner
A Connecticut native, Elizabeth came to Boston as a freshman at Northeastern University and made it home. She work all of her co-ops at The Boston Globe where she met her husband. Following her graduation, with a degree in Marketing,...