Our Team

Ross B. Snyer is originally from the Denver, CO area where he began his financial services career in 1986 as a Certified Public Accountant (CPA) with a focus on auditing. Ross migrated from the accounting world to financial and investment planning in 2001 upon obtaining his CERTIFIED FINANCIAL PLANNER™ designation. He holds his FINRA Series 7, 66 and 24 securities registrations with LPL Financial.

As the Principal of the firm, Ross is the primary contact for client relationships, but utilizes his staff fully to provide a high level of client experience.  Ross is the primary decision-maker in the area of investment research and oversees the firm’s financial planning and corporate retirement plan activities. He collaborates with other advisors in the industry as well as with the LPL Research team to help ensure clients have access to multiple perspectives, insights, opinions and experience.  Ross is often on the road, to maintain direct contact with our clients in the Orange County and San Francisco areas, as well as other locations around the country.

Ross and his wife, Michele, live in Clyde Hill, WA where they appreciate the many opportunities the area offers to enjoy outdoor fitness activities, especially playing tennis as well as bicycling and taking long walks.

Education

University of Denver - Bachelor of Science in Business Administration, 1984
University of Denver - Master of Accounting, 1986

Professional

CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7, 66 and 24 held through LPL Financial

Life, Accident and Health Insurance Licenses in the states of CA, WA and VA.

Community

University of Denver Alumnae Advisory Council, former member

Michelle Vu started in the financial services industry in 2009 as an intern at an independent firm. She joined Ross in 2013, bringing several years of industry experience. Michelle serves a broad range of advisor and client needs and is involved in all facets of the financial and investment planning process.

Michelle manages the daily operations in the Orange County, CA office, including maintaining compliance and quality control across all office operations. Her main objective is to ensure that every client has a smooth and enjoyable experience when working with our firm.

She also spearheads the investment and product research for the firm, with her main focus being mutual funds, ETFs and alternative investments. Using her knowledge in this area, she assists in the development of the firm’s asset allocations and model portfolios.

On the financial planning side, she works closely with clients to develop comprehensive financial plans. She will offer recommendations based on areas of opportunity in the plan and assist in implementing said recommendations as needed. Her attention to detail and thoroughness makes this process a seamless and valuable experience for each client.

Originally from the San Francisco Bay Area, Michelle moved to Southern California to attend the University of California, Irvine, where she graduated with a Bachelor of Science degree in Business Economics. She lives in Irvine, CA and enjoys cooking as well as time spent outdoors including hiking, snowboarding and going to the beach.

Education

University of California, Irvine - Bachelor of Science in Business Economics

Professional

CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7 and 66 held through LPL Financial

California Life, Accident and Health Insurance License

Financial planning offered through LPL Financial, a registered investment advisor

Michele Snyer began her career in the financial services industry in 1984 with Wells Fargo’s internal audit team.  Since then, Michele has held senior internal audit, risk, and compliance management positions with leading financial services and technology companies.  As a risk management professional, she has assisted corporate boards, businesses, and clients in more than 60 countries around the world deploy data driven business solutions to successfully manage legal, regulatory, operational, and strategic risks. 

As the firm’s Chief Operating officer, Michele oversees daily business operations including human resources, finance, technology, and operational efficiency.  Her job is to ensure the firm’s advisors have the tools and processes they need to deliver exceptional service to clients.   

A Colorado native, Michele joins her husband Ross at One Oak Wealth Management.  She is an avid cook, enjoys the outdoors and loves to weave-in the study of ancient civilizations into her travel adventures.

Education

University of Denver, Bachelor of Science in Business Administration with major in Finance a minor emphasis in Management Information Systems

University of Pennsylvania, Wharton Graduate School Advance Risk Management Program

Chaia Marshall began her career in the financial services industry in 2008. After performing a variety of roles across several institutions, she joined One Oak Wealth Management as an Administrative Associate in June 2022. Her wide breadth of experience has cultivated a focus on excellence in service and what that truly means. Guided by this principle, she aims to deliver the highest level of care to every person she serves.

Chaia is also enthusiastic about life with her two young boys. As a single mother, she is proud to be a PTSA volunteer at their school as well as part of the Autism Speaks community.

Professional

Notary Public Washington State