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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Kareen Maskell

Office Manager/Paraplanner
415.898.4439
kareen@valleyoakwm.com

Kareen Maskell, Office Manager/Paraplanner, has been with Valley Oak Wealth Management since 2002 and in the financial services industry for over 30 years. Kareen is on the front lines of client service at Valley Oak and enjoys building relationships along with many other aspects of the work it takes to ensure the personalized and friendly service that clients expect at Valley Oak.

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Tom Davis

VP, Research/Account Coordinator
415.898.4439
tom@valleyoakwm.com

Tom helps refine and maintain Valley Oak’s proprietary investment models. He sincerely enjoys his work on behalf of clients and deeply cares about helping strive toward the financial objectives and retirement goals of each client. He also believes in Valley Oak’s high level of service and appreciates serving in the Novato community.

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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 8 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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