An experienced and committed team

Daniel serves as a senior portfolio manager for the team specializing in comprehensive wealth management with a strong emphasis on retirement planning and portfolio construction.

One of Daniel's key areas of expertise lies in guiding clients through the complexities of lump sum pension distributions. He understands the profound impact these distributions have on individuals' financial futures and works closely with clients to develop tailored strategies that maximize the potential benefits while aligning with their long-term goals. Leveraging his deep understanding of retirement plans, tax implications, and investment options, Daniel provides invaluable guidance for clients facing these critical decisions. 

Drawing on his extensive knowledge of the financial markets, Daniel crafts and optimizes investment portfolios that are specifically tailored to each client's unique needs and risk tolerance. He conducts thorough research and analysis, remaining abreast of market trends and economic indicators to identify attractive investment opportunities. With a disciplined approach to portfolio management, Daniel implements diversification techniques and risk management strategies to enhance returns and mitigate volatility, ultimately helping his clients achieve their financial objectives.

Daniel earned a Bachelor's degree in Business Administration from Huntingdon College in 2001. He and his wife, Elizabeth, reside in Mountain Brook, Alabama, where they are raising four girls. He is an engaged member of Canterbury UMC and in the past has contributed his time and expertise to organizations such as the Montgomery Capital Rotary Club, YMCA Boys Work Committee, Mitchell's Place, and the Jimmy Hitchcock Memorial Award selection committee.

Kevin is a founding member of OakRing Wealth Partners and holds a pivotal role as one of the team's senior advisors and portfolio managers. He develops tailored strategies encompassing tax minimization, asset protection, wealth transfer, and growth maximization and delivers highly personalized, long-term financial plans to affluent families, individuals, and business owners.

Kevin possesses a straightforward and practical approach, aimed at erasing confusion surrounding finances and market complexities. His expertise lies in crafting portfolios that align cash flow and risk with future expenses, offering stability during market distress. Beyond retirement income and investment planning, Kevin collaborates with numerous business and institutional clients, leveraging his position as a Senior Retirement Plan Consultant within UBS Financial Services to provide valuable consulting services to retirement plan providers. His holistic approach, combined with his commitment to establishing trust, instilling confidence, and building personal relationships, has earned him various industry recognition awards.

Kevin commenced his career in 1991 after graduating with a B.S. degree in Finance from Auburn University. He and his wife, Stacie, reside in Montgomery, Alabama, and are proud parents to three children. Over the years, Kevin has actively served on the boards of several notable organizations, including First United Methodist Church of Montgomery, Habitat for Humanity, YMCA Camp Chandler, and the Montgomery Estate Planning Council. Presently, he continues his impactful involvement as part of the Stegall Seminary Scholarship Fund.

With over 35 years of experience in the securities industry, Chris is a seasoned professional devoted to achieving excellence in wealth management.  Commencing his career at Merrill Lynch in 1990, he later moved his accomplished team, including Leah and Daniel, to UBS in 2012.  The move brought collaboration with Kevin and other advisors and paved the way for the formation of OakRing Wealth Partners with UBS.

Chris’s primary role is providing invaluable insights for our portfolio construction and senior market analytics.  His contributions are not just timely but essential, reinforcing our commitment to delivering holistic wealth management solutions.  His method incorporates a disciplined buy/sell process, ensuring clients experience a consistent yet personalized wealth management journey.  His dedicated approach involves the identification, assessment, pricing, and management of risks. 

Chris earned a Bachelor of Science from the University of Alabama (1977) and a Master of Science from the University of Alabama in Birmingham.  Serving as a Senior Portfolio Manager since 2005, Chris brings a wealth of expertise, having graduated from The Columbia University School of Financial Management.  Beyond his financial prowess, Chris actively engages in community service.  He has served on the boards of the Salvation Army, Service Dogs of Alabama, and the Jackson Hospital Foundation.  An active member of the Montgomery Rotary Club, Chris has also contributed to the Vestry and Building Committees of Christchurch.

Away from his community service and professional commitments, Chris finds solace on the golf course in Santa Rosa Beach.

Leah is responsible for driving growth and serves as a senior financial planner on our team. She focuses on retirement, estate, and exit planning strategies for small business owners, multi-generational families, and corporate executives. With a 35-year career spanning business ownership, corporate marketing, political fundraising, and Capitol Hill experience, Leah brings diverse expertise to provide financial planning and education to prospects and clients. Since 1994, she has offered education on retirement and financial planning to various types of organizations and individuals, specifically towards the unique needs and objectives of women. Her passion for education and dedication to clients and organizations has awarded Leah various third party awards and recognition. 

Leah holds a bachelor's degree in music performance from Samford University and attended business school at Loyola University in New Orleans. She has served on the board of directors for Saint James School, been a past board member of Hospice of Montgomery, and served as the past president of the Women’s Philanthropy Board at Auburn University. She and her husband Chris, also a member of our team, are past members of the Vestry and Building Committees of Christchurch in Montgomery. Chris and Leah have one daughter and enjoy spending their time in Santa Rosa Beach when not in Montgomery.

Amy, serves as the team administrator and client relationship manager for our team.  With a genuine commitment to client satisfaction and a friendly demeanor, she serves as a trusted point of contact for clients, fostering long-lasting relationships built on trust and reliability.

In her role, Amy handles all aspects of day-to-day operations, ensuring seamless coordination among team members and efficient management of client accounts. Amy's dedication goes beyond administrative tasks. She actively engages with clients, listening attentively to their needs and concerns. From meticulously preparing comprehensive financial plans to coordinating meetings, Amy's attention to detail and organizational skills help ensure that our financial advisors and clients receive the highest level of service.

With her strong work ethic and proactive approach, Amy takes initiative to identify opportunities for process improvement, streamlining workflows, and enhancing overall team efficiency. Her reliability and dependability make her an invaluable asset to our team, providing the foundation for our continued success.

Amy holds a Bachelor's degree in Marketing from Auburn University, which she earned in 2004. In 2008, she was a registered financial advisor and has been working alongside Kevin since 2010 as a Senior Wealth Strategy Associate. Amy resides in Hardaway, AL, with her husband, TJ, and their twin girls. She actively contributes to her community as a sustaining member of the Junior League of Montgomery and has previously served on the Community Council of the United Way of Montgomery, the Junior Executive Board of the American Cancer Society, and the Finance Committee at her church.

Margaret brings over 30 years of invaluable experience in the financial services industry as a key support member of our multi-advisor team. Her extensive knowledge and expertise make her an indispensable asset in providing top-notch assistance and delivering exceptional client service. 

Throughout her career, Margaret has honed her skills in various aspects of financial services, including client relationship management and administrative operations. Her exceptional attention to detail and meticulous organization enable us to deliver seamless and efficient service to our valued clients. 

Margaret plays a crucial role in managing client accounts, facilitating account openings and transfers, handling clients day to day needs, all with a smile on her face.  Her deep understanding of the industry and regulatory requirements allows her to navigate complex processes with ease, ensuring compliance and accuracy in all our operations.

Margaret attended Troy University and holds her series 7, 63 and 65 securities licenses.  She and her husband Jerry, have two children and enjoy spending their time at Lake Martin.

As the newest member of our team, Will brings efficiency in handling administrative tasks to ensure seamless operations.  From scheduling client meetings and preparing reports to coordinating account openings and facilitating document management, his steadfast approach guarantees that our client's financial affairs are handled with utmost care and precision. Will earned his Certified Financial Planner (CFP®) designation in the summer of 2023 and is currently working toward his Chartered Financial Consultant® (ChFC®) designation, constantly expanding his knowledge and skills in the field.

Will graduated from Auburn University in 2019 earning his Bachelor’s degree in Finance.  During his college years, he actively engaged in various campus activities, notably with the campus ministry, Cru.  Following graduation, he dedicated his time to the organization's mission in East Asia.  Upon returning home, Will pursued his passion for finance and became a registered financial advisor.  In 2021, he and his wife, Elizabeth, relocated from Birmingham to Montgomery, when Will joined our team here at UBS.