Michael’s career includes experiences as founding CEO with several companies backed by institutional investors. His investment industry experience spans over 20 years, having served in various positions ranging from retail client-facing advisor/financial consultant, to CEO of an RIA, to fintech entrepreneur.
Jennifer has over 28 years of financial services experience and serves as Private Wealth Advisor and Managing Partner at SkyOak Wealth. Jennifer specializes in Transitional Wealth Consulting & Preservation, Risk Averse Portfolio Management & Comprehensive Financial Planning.
Craig has over 25 years of financial services experience and serves as Private Wealth Advisor and Managing Partner at SkyOak Wealth. He serves on the investment committee and has broad experience in the capital markets including equities, fixed income, options and alternative investments.
Jeremy has over 12 years of financial services experience and serves as Private Wealth Advisor and Managing Partner of SkyOak Wealth. Jeremy specializes in portfolio development & management, and comprehensive financial planning. Jeremy is the Chief Compliance Officer and plays an integral role in the Strategy, Technology, and Investment committees for the firm.
Ken has over 50 years of wide-ranging financial services experience and serves as Private Wealth Advisor and Managing Partner of SkyOak Wealth. He's been a registered stock broker and held senior positions at Smith Barney and its predecessor firms, where he was appointed to the Chairman’s Council, Smith Barney’s most prestigious positions, recognized as one of their top advisors working with individual money managers.
Derek has used his engineering, real estate development, and marketing skills not only to design, implement, and grow the SkyOak brand but also provides continued support and leadership. He is also the brains and engineering behind RAAMPS, our portfolio strategy.
Joe has nearly a decade of financial services experience and has served as an advisor at both the retail and institutional levels. Joe specializes in non-traditional investment strategies, asset allocation, optimization, and trading.
Lynn Potrykus, Vice President of Operations started in the brokerage business in 1978 with E.F. Hutton and she has held many positions of progressive responsibility during her career. Mrs. Potrykus served as sales assistant, cashier and operations manager at Smith Barney and its predecessor firms.
Dierdri brings professionalism and many years of experience to SkyOak Wealth Management. After working for a private financial company in Palo Alto, California for more than 13 years she relocated to Southern Oregon and joined our team in 2013.
Amy Kirby, Vice President of Finance received her Bachelor Degree in Accounting from the University of Illinois in 1985. She became a Certified Public Accountant (CPA) in 1986 and is currently licensed to practice public accounting in the state of Michigan. Amy has worked in public accounting for over 25 years primarily in the tax and accounting departments. Amy handles finance, and human resources for the firm.
Ann Zemann, Deputy Compliance Officer, was born and raised in Nebraska and like any good Cornhusker, grew up loving football. She graduated from the University of Nebraska-Omaha and started her career with Securities America. She has been a senior compliance consultant for over ten years, serving investment advisory firms across the country and helping manage and improve their internal compliance programs.