SkyOak Wealth

Don Gill is a financial advisor at SkyOak Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and BKS Advisors prior to joining SkyOak Wealth. SkyOak Wealth provides wealth management, investment management, and comprehensive financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment approach often using a core–satellite strategy with active management, incorporating equities, fixed income, ETFs, mutual funds, and alternative investments.

Jeremy Brandt is a financial advisor at SkyOak Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brandt, Kelly & Simmons Securities, LLC and Bks Advisors, LLC since 2006. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, retirement plan advisory, and family office services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a discretionary, customized investment approach that blends fundamental, trend, and technical analysis across various asset classes.

Craig Simmons is a financial advisor at SkyOak Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brandt, Kelly & Simmons Securities, LLC since 2002. Simmons has been with SkyOak Wealth since 2019. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, and family office services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process often using a core–satellite approach with active management across a range of asset classes and strategies.

Roger Denha is a financial advisor at SkyOak Wealth with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC for 15 years. SkyOak Wealth provides wealth management, investment management, comprehensive financial planning, retirement plan advisory, and personal wealth manager/family office services to a diverse client base, including high-net-worth individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a customized investment process that commonly uses a core–satellite approach with active management, integrating fundamental, trend, and technical analysis across various asset classes.

Kenneth Brandt is a financial advisor with SkyOak Wealth, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with SkyOak Wealth since 2019 and has a longstanding association with Brandt, Kelly & Simmons Securities, LLC dating back to 2002. SkyOak Wealth offers wealth management, investment management, and comprehensive financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations, including high-net-worth clients. The firm employs a customized investment process that blends fundamental, trend, and technical analysis within a core–satellite approach, using discretionary portfolio management and a variety of investment vehicles.