Our team at Valley Oak Wealth Management consists of experienced professionals ready to deliver for you and your family. We believe wealth management is most powerful when it is personal and focused. We are here to meet your goals.

Tim Russell, CLU, ChFC

Founder/Wealth Advisor
415.898.4439
tim@valleyoakwm.com

Timothy Russell, CLU, ChFC, registered LPL principal, is the founder and owner of Valley Oak Wealth Management, an independent financial consulting firm specializing in retirement planning. For over a quarter of a century, Tim has been helping clients, friends, and family make sound financial decisions. His business success has been built on simple common sense and answering two questions: “If I were a client what would I want and how would I want to be treated”?

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Tom Davis

Wealth Advisor
415.898.4439
tom@valleyoakwm.com

Tom Davis, Wealth Advisor at Valley Oak Wealth Management has been affiliated with LPL Financial since 2003 and joined our team in 2016, where he began his journey to refine and maintain our proprietary investment models. Prior to working with Valley Oak, Tom was a Registered Representative at an LPL affiliated office in San Francisco for many years.

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Maria K. Petate

Operations Manager
415.898.4439
maria@valleyoakwm.com

Maria Petate, Operations Manager at Valley Oak Wealth Management has over 10 years’ experience in debt management and the financial services industry. Maria enjoys helping educate clients on finance matters. She is detail-oriented and takes pride in every aspect of her work toward Valley Oak’s mission to guide clients on their journey to retirement and beyond.

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Anne Russell

Marketing Director
415.898.4439
anne@valleyoakwm.com

Anne’s role is to enhance the company’s client and prospective client experience through ongoing communication efforts. As Marketing Director, her emphasis is on publications, educational events, informative internet engagement, and community involvement in the business and non-profit sectors. Anne truly enjoys her work with clients and colleagues at Valley Oak Wealth Management. Excellent customer service is one of her most important goals, and feels that a personal touch and connection is what every client deserves.

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Will Martens

Research and Investment Coordinator
415.898.4439
will@valleyoakwm.com

Frederick William Martens “Will” is our Research and Investment Coordinator. He has a passion for investments and finance, and strives to enhance the performance and successes of the Valley Oak Wealth Management team. Will specifically enjoys working with clients and helping them implement their financial plans. Will was born and raised in Marin County, and headed out east for his college years. Before joining our team full time, Will worked in the Valley Oak Wealth Management internship program for two years while attending The College of Charleston in South Carolina. There, he had a concentration of studies in

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Jemma Cunningham

Operations Associate
415.898.4439
jemma@valleyoakwm.com

Jemma Cunningham, Operations Associate at Valley Oak Wealth Management is a graduate of the Sonoma State University Department of Business and Economics. With a demonstrated history of working in corporate environments as an experienced Analyst and Coordinator, Jemma strives to maintain a current and detailed understanding of all internal systems and processes. She aims to make the client experience as seamless as possible, from the moment they either walk in the door or give us a call. Throughout her academic career, Jemma obtained a variety of

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