ABOUT US

Not your average financial advisor.

At OakCrest Capital, we strive to provide exceptional customer service and to make a difference in the lives of our clients. We strongly believe that building trust and long-term relationships, rather than individual transactions, is essential. We partner with you to develop unique and personalized strategies best suited for your specific needs, goals, resources, and objectives. As an independent firm, we are not affiliated with any investment or insurance companies and are truly objective in the advice we give and the products we recommend rather than being limited to proprietary platforms.

Team Approach

CFP®

CERTIFIED FINANCIAL PLANNER PROFESSIONAL

Tax Specialists

Meet The OakCrest Team

Ryan H. Nietert

Chief Executive Officer (CEO)

Ryan H. Nietert

Chief Executive Officer (CEO)

John G. Atsaves

Financial Advisor & Certified Tax Specialist

John G. Atsaves

Financial Advisor & Certified Tax Specialist

Eleni (Helen) Ftikas

Financial Advisor & Certified Tax Specialist

Eleni (Helen) Ftikas

Financial Advisor & Certified Tax Specialist

Steve G. Brill

Investment & Portfolio Associate

Steve G. Brill

Planning Assistant

Kelli Vanderpool

Client Relationship Associate

Kelli Vanderpool

Client Relationship Associate

Elise P. Nietert

Chief Operating Officer (COO)

Elise P. Nietert

Chief Operating Officer (COO)

Lisa McIntosh

Client Relationship Associate

Lisa McIntosh

Client Relationship Associate

Susan Haynes

Administrative Assistant

Susan Haynes

Administrative Assistant

Nadin Mashinsky

CPA

Nadin Mashinsky

CPA

Check the background of investment professionals on FINRA’s BrokerCheck.

GET IN TOUCH:

Oakbrook
17W220 22nd St, Suite 300
Oakbrook Terrace, IL 60181
(312) 525-8793

Arlington Heights
3255 N. Arlington Heights Rd, Suite 501
Arlington Heights, IL 60004
(847) 670-0879

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OakCrest Capital