Royal Oak Financial Group

Nathan Lindholm is a financial advisor at Royal Oak Financial Group with six years of industry experience, including prior roles at Lindholm & Company and Alliance Data Systems. He holds a Series 65 designation. Royal Oak Financial Group serves individual and high-net-worth clients with ongoing portfolio management and financial planning services, emphasizing long-term, diversified equity and fixed-income strategies tailored to client goals and risk tolerance. The firm manages a relatively large asset base with a compact advisory team and incorporates multiple analytical approaches in its investment process.

Matthew Jehn is a CFP® professional with 21 years of industry experience. He has been with Royal Oak Financial Group since 2012 and also maintains involvement with Wrp Investments, Inc. and Jehn Financial. Outside of advisory work, he serves as president of Y.O.U. Accounting, which provides tax, bookkeeping, and payroll services, and he instructs retirement workshops several times a year. Royal Oak Financial Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing long-term, diversified equity and fixed-income strategies tailored to client goals and risk tolerance. The firm integrates multiple analytical approaches and offers insurance products through licensed representatives.

Grant Billings is a financial advisor at Royal Oak Financial Group with three years of industry experience. He holds a Series 65 designation and has prior experience working at PricewaterhouseCoopers and Whalen & Company CPAs. Billings is also a licensed CPA and works as an accountant within his firm. Royal Oak Financial Group serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm employs a discretionary investment approach focused on long-term, diversified equity and fixed-income strategies, integrating multiple analytical methods tailored to client objectives.

Bradley Senita is a financial advisor with Royal Oak Financial Group in Worthington, OH, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has been with Royal Oak Financial Group since 2017 and previously worked at Greenstone Wealth Management. In addition to his advisory role, he is an independent insurance agent for various companies. Royal Oak Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing long-term, diversified equity and fixed-income strategies. The firm incorporates multiple analysis methods in its discretionary management and also offers insurance products through licensed representatives.