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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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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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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