Who We Are

We believe that providing exceptional service and personalized wealth planning through cultivating deeper relationships goes beyond investments to enrich our clients’ lives.

MEET YOUR TEAM

Matt Casey, CFP®

I entered the financial planning business to help people and provide them with the highest level of personal service. Ten years of prior sales experience taught me the value of building strong relationships, founded on mutual trust and understanding clients’ needs. I wanted knowledge that went beyond investments: a holistic approach, including insurance, tax, estate, and philanthropic needs. Upon receiving my FINRA series 7, 66, 24 held through LPL Financial and state insurance licenses, I obtained the CERTIFIED FINANCIAL PLANNER™ certification that gave me the added confidence to be a trusted advisor for my clients.

American industrialist and philanthropist, Andrew Carnegie said: “Here is the prime condition of success: concentrate your energy, thought, and capital exclusively upon the business in which you are engaged.”  My energy, thought, capital, and experience are concentrated upon my clients’ success, now and in the future.

At Oakland Wealth Group, we exist to provide exceptional service to our clients and strive to help them reach their fullest potential in life. As a wealth management group, we tailor our financial planning to the unique circumstances and values of each client: individual, family, or business.  My rewards are the client relationships and the satisfaction of improving their quality of life through personalized wealth planning.

EDUCATION AND PROFESSIONAL CREDENTIALS

• CERTIFIED FINANCIAL PLANNER™ professional, www.cfp.net
• BBA in Business from Terry College of Business at the University of Georgia ~ Honor Graduate

ABOUT ME

• Enjoy spending time with my wife and two children
• Serve on the Lily Pad board in Albany GA, a non-profit organization
• Enjoy golfing, guitar, and serving in my local church

Kristy Thornton

I began my career in the financial services industry in 2014. As a registered assistant, my top priority is providing exceptional service to each valued Oakland Wealth client. I enjoy working with a dedicated group to provide solutions to our clients’ day-to-day needs and requests.

EDUCATION AND PROFESSIONAL CREDENTIALS

• B.S. in Advertising from Grady College of Journalism & Mass Communication at the University of Georgia

ABOUT ME

• Enjoy spending time with my husband and two daughters
• Enjoy serving as treasurer and member of local church
• Enjoy cooking, reading and jigsaw puzzles