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 SpecialistJohn G. Atsaves
Financial Advisor & Certified Tax SpecialistEleni (Helen) Ftikas
Financial Advisor & Certified Tax SpecialistEleni (Helen) Ftikas
Financial Advisor & Certified Tax SpecialistSteve G. Brill
Investment & Portfolio AssociateSteve G. Brill
Planning AssistantKelli Vanderpool
Client Relationship AssociateKelli Vanderpool
Client Relationship AssociateElise P. Nietert
Chief Operating Officer (COO)Elise P. Nietert
Chief Operating Officer (COO)Lisa McIntosh
Client Relationship AssociateLisa McIntosh
Client Relationship AssociateSusan Haynes
Administrative AssistantSusan Haynes
Administrative AssistantNadin Mashinsky
CPANadin Mashinsky
CPACheck 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