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 EXT 1
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 EXT 2
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 EXT 3
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
Client Success Team, VP Community Relations
415.898.4439 EXT 4
anne@valleyoakwm.com
Anne’s role is to enhance the company’s client and prospective client experience through ongoing communication efforts. 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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Liesa Ratto
Client Success Team Manager
415.898.4439 EXT 5
Liesa@valleyoakwm.com
Liesa Ratto joined Valley Oak Wealth Management as a Client Success Team Manager. She is a dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Excellent interpersonal skills with ability to build a strong rapport with company colleagues as well as outside investor relations.
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Rebecca McIntosh
Client Success Associate
415.898.4439 EXT 6
rebecca@valleyoakwm.com
Rebecca McIntosh joined Valley Oak Wealth Management as an Operations Associate on the Client Success Team. Rebecca has lived with her husband, son (currently at college swimming for UCSB), and German Shepherd dog Bear, in Novato since 2015. She worked in the legal field for many years as a legal secretary and is eager to provide support to the Valley Oak Wealth Management team. Outside of the office Rebecca enjoys scrapbooking, card making, cooking, reading and exercising.
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Donna Dilena
Senior Tax Analyst
415.895.5016 EXT 1
Donna@valleyoaktaxadvantage.com
Donna has over 10 years experience as a tax analyst. She uses her expertise in working with clients to prepare tax returns, to get their largest refund possible, and to answer tax implication questions. She has been working with Valley Oak Tax Advantage since May of 2023, and has been a colleague of Vince Chisholm since 2014. Donna started her career in taxes with the oldest and largest tax-preparation company in the nation. Prior to specializing in taxes, Donna worked in the banking industry for over 25 years in Marin County. She strives to make things easy to understand with the best possible bottom line for everyone she has the pleasure of working with. Donna, and her husband Bill, share their home with a yellow-lab named “Guido.” On their vacations, they enjoy traveling and spending time with the grandchildren.
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Lucie Russell
Communications Associate
415.898.4439
info@valleyoakwm.com
Lucie has been working for Valley Oak Wealth Management since 2016. She provides photography services at company events, social media posts, and compiles the weekly newsletter with compliance-approved content. She works on graphics and charts to complement the content, puts it on the website, and distributes the newsletter to digital subscribers. Lucie was born and raised in Marin County. She graduates May 2024 in the honors program at USD with a BA in Psychology and a minor emphasis in the visual arts. She looks forward to visiting Spain and Italy this summer!
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