About us

The LPL Office of Ron Roark and Jeff Oldham is a comprehensive financial planning firm. Our mission is to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, competent professional advise and communication and prompt personal service. We offer services in financial planning, investments, retirement plans, estate planning, risk management and insurance.

Part of our success is based on our broker/dealer, LPL Financial and its avid commitment to research. LPL is equipped with advanced technology and utilizes these capabilities to the fullest. These tools have allowed us to give our clients the intensely personalized asset analysis, allocation and investment service.

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Our Team

Ron Roark, CFP

Ron Roark has been a practicing financial planner since 1987.

Cathy Riney

Cathy Riney is our Branch Operations Manager

Jeff Oldham, CFP

Jeff Oldham has over 15 years of professional experience with LPL.