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 Deputy Compliance Officer and plays an integral role in the Strategy, Technology, and Investment committees for the firm.
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.
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.
Brad graduated from Grand Valley State University where he earned his Bachelor of Business Degree in 2014. Prior to entering the world of wealth management, Brad began his career with Meijer Inc’s corporate team in Grand Rapids, Michigan. During his time at Meijer, Brad held several roles, primarily within the product flow planning & merchandising organizations of the company.
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.
Emily Graduated from Michigan State University where she earned a bachelor's degree in 2016. Following graduation, Emily entered the financial advisory business as an assistant to a local Registered Investment Advisor. Emily took on many roles with a primary focus on developing personal financial plans for the firm’s clients.
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.
Joe is portfolio manager and Chief Investment Officer of SkyOak Wealth. Prior to joining SkyOak, Joe was on a high-discretion fixed income trading desk at PIMCO, where he was entrusted with structuring all trades for $125BB in assets under management across varying strategies, asset classes, and investment guidelines.
Torch, who has a long family lineage of herding, working hard, and keeping things organized, found his true calling in investor psychology. When he’s not swimming, hanging out with his family, and chasing his toys, he loves keeping our clients calm and focused on their long-term goals; rather than being affected by the short-term swings in the market.