Broker Check

Our Team

The Valley Oak Team&#160;<br/>

The Valley Oak Team 

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 help you pursue your goals.

Tim Russell, CLU, ChFC

Founder/Wealth Advisor CA

Insurance Lic # 0692741

415-898-4439 ext 1

Tim@valleyoakwm.com

Tom Davis

Wealth Advisor CA

Insurance Lic # 0B342626

415-898-4439 ext 2

Tom@valleyoakwm.com

Liam Hill

Investment Analyst & Coordinator

415-898-4439 ext 3

Liam@valleyoakwm.com

Anne Russell

Client Success Team VP Community Relations

415-898-4439 ext 4

Anne@valleyoakwm.com

Liesa Ratto

Client Success Team Manager

415-898-4439 ext 5

Liesa@valleyoakwm.com

Donna Dilena

Senior Tax Analyst

415-895-5016 ext 1

Donna@valleyoaktaxadvantage.com

Lucie Russell

Client Success Associate

415.898.4439 ext 6

Lucie@valleyoakwm.com