About Us

We Are "Oliverwood Finance"

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Know More

Who We Are

Company Profile

Our font-Certified Financial Planner™ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan.

Who We Are

About Our Organization

Our Vision

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Our Mission

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Our Values

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Board Of Directors

Amanda Lee

Founder / Director

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Adam Cheise

Executive Director

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Mila Stuart

Finance Director

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Our Team

Director

Jessica Pearson

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Director

Harvey Spector

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Additional Director

Mike Ross

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Manager - Operations

Floyd Staller

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Manager - Marketing

Donald Milson

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Manager - Human Resource

Mishel Fox

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Numbers Speak

Offices
1
Employees
1
Clients
1
Countries
1