Meet Our Team

Robert (Bob) Ward has held senior level planning positions for over 40 years, with three Fortune 500 companies and one state agency. He is currently Chief Executive Officer, and Financial Architect, for Oaks Financial Services, where he concentrates on the areas of tax, estate, and distribution strategies for individuals and small businesses. He is one of only 200 Financial Advisors in the United States who is trained on the most advanced retirement distribution research, from the noted retirement distribution expert, Curtis Cloke. Bob has led international Habitat for Humanity Builds to eight countries on six different continents that Habitat for Humanity serves. He has been married over 45 years to Shelley, and they have three grown children and three grandchildren, who all live in Minnesota.

Andrew (Andy) Ward focuses on insurance and operations support for Oaks Financial Services. He started his career in education nearly 20 years ago. From teaching social studies in an alternative high school, to special education in middle school, he enjoys helping students move along in their educational journey. Andy’s goal is to bring a strong educational component to his clients and ensure that everyone he works with understands and has the information to make well-informed decisions. In that way, they can live a more financially stress-free retirement. In the past, he has volunteered on international Habitat for Humanity mission trips to Portugal, Argentina, and China; the Burnsville YMCA; as well as his local school foundation. Andy is married to his wife Alicia and has a young son.

Dan spent 35 years in the consumer products industry.  Prior to his retirement two years ago from his previous position, Dan was a Senior Vice President of Sales.  He led a cross functional team and partnered with a large retail company to build and grow their business.  Dan has been a client of ours for over 20 years, and we gave him the confidence to retire in his mid-50s. Fortunately for us, he realized there might be something more to retirement than just fishing. With the flexibility that his position will offer him, he is working because he wants to, not because he has to.   Dan will also bring some unique perspectives to our practice, because in his personal portfolio, he utilizes every product line that we provide.  He will bring a vested interest in ensuring that those products and services continue to also meet your needs.  Dan has been married over 35 years and has three adult children, and two (and soon to be three) grandchildren.