Oath Planning, LLC

Jacob Kerksieck is a financial advisor with Oath Planning, LLC in Fayetteville, Arkansas, holding a Series 65 designation and six years of industry experience. He has been with Oath Planning since 2024 and concurrently maintains a legal practice at Oath Law, where he works on estate planning, trusts, and wills. Prior to this, he held roles at Henry Law Firm, Legal Aid of Arkansas, and the University of Arkansas. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset allocation strategy, often using passively managed mutual funds and fixed-income securities, and is distinguished by its affiliation with an in-house law practice offering estate-planning services.

Rodney Yancy is a financial advisor with Oath Planning, LLC in Tulsa, OK, holding a Series 65 designation and seven years of industry experience. He has worked at Oath Planning since 2018 and concurrently serves as attorney and president of Oath Law, by RTY Law, a professional corporation. Outside of advising, he is the CEO of Oath Music Co, a music technology company. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm integrates investment management with estate-planning services through its affiliated law practice and employs a modern portfolio theory-based, buy-and-hold investment approach using primarily passive asset-class mutual funds.

Brian Kelley is a financial advisor with Oath Planning, LLC in Brooklyn, NY, holding a Series 65 credential and seven years of industry experience. He has worked at Oath Planning since 2018 and was previously involved with Oath Law, a professional law corporation, from 2017 to 2024. Prior to his financial and legal work, he was employed at Victoria's Pasta Shop for nine years. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses, providing investment management, written financial plans, and estate-planning services through its affiliated law firm. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset-allocation strategy, typically using passively managed mutual funds and fixed-income securities.

Camille Bouvet is a CFP® with seven years of industry experience, currently serving as a financial advisor at Oath Planning, LLC in San Diego, CA. Prior to joining Oath Planning, Bouvet held roles at Root Financial Partners, Aldrich Wealth LP, Origin Financial, and ABD Insurance & Financial Services. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm’s investment approach is based on modern portfolio theory and emphasizes buy-and-hold asset allocation, primarily using passively managed mutual funds and fixed-income securities, supported by an affiliated law practice offering estate-planning services.

Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Oath Planning since 2021. In addition to her advisory role, she practices law through Oath Law, focusing on estate planning, trusts, and wills. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm’s investment approach emphasizes modern portfolio theory, buy-and-hold strategies, and asset allocation, utilizing primarily passively managed mutual funds and fixed-income securities, while offering integrated estate-planning services through its affiliated law practice.

Alec Spring is a financial advisor at Oath Planning, LLC in Tulsa, OK, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and Axa Advisors, among other firms. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm’s investment approach emphasizes modern portfolio theory, buy-and-hold strategies, and asset allocation, typically using passively managed mutual funds and fixed-income securities, and is distinguished by its affiliation with an in-house law practice for estate-planning services.