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Mark has a strong work ethic and strong values, all in the name of doing right by his clients. He believes that to...
Danny Gay is the Managing Director at Advus Financial Partners. Prior to joining Advus, he was the Founder & President of Oak Square...
Josh is a former Partner at Oak Square Advisors and joined Advus in 2022. Prior to the founding of Oak Square, Josh was...
Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about...
As an athlete, Jeff has experienced firsthand the benefit of teamwork and communication. Believing that “the whole is greater than the sum of...
Prior to joining the Advus team in 2022, Codie was a Senior Financial Advisor at FBMC Benefits Management. He has extensive experience consulting...
Stuart leaves no stone unturned. He applies his strong attention to detail to Advus’ investment manager research framework to help ensure all critical...
With more than 25 years of accounting experience in manufacturing, retail, government and financial industries, no wonder Jennifer excels in organization, time management,...
Charmaine is dedicated to data and reporting. For the past 20 years, she has been responsible for the account data for Advus clients....
