Why do we do what we do, you may ask? Simple. We have a passion to educate those about finance and money that would otherwise not have the opportunity or patience to learn. We want to share our journey with you so you can become successful in what you are passionate about and motivate you to achieve your goals.
We aspire to give back to our communities in many ways; by providing complimentary financial advice to our youth and volunteering our time and resources to local organizations for the betterment of each family and business in our community. We shop and buy local to help our businesses and communities grow and thrive. Many of us at Oculus have served our country, now it is time for us to serve you.
CEO, Principal Financial Planner
Senior Financial Planner
Vice President, Senior Financial Advisor
Senior Account Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.