Oak Tree Financial Office, LLC
"Securing Your Future"
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Service Professionals

 

 

 

 

 

 

 

 Douglas E. Pauly

CPA/PFS, MBA

 

Certifications

   Certified Public Accountant

    Personal Financial Specialist, AICPA

    Master of Business Administration

                                                       - Ashland University

    Bachelor of Science - The Ohio State University

    Life & Health Insurance License, State of Ohio

    Series-7 Investment Advisor License

    Notary for the State of Ohio

 

Professional & Civic Associations 

     American Institute of CPA’s 

                       http://www.aicpa.org/
     The Ohio Society of CPA’s

                       http://www.ohioscpa.com/

      Brethern Care Village, Board Member, Treasurer
      St. Edwards Parish, Fiscal Director
      Knights of Columbus
      Boy Scouts ~ Scout Master

20 + years of experience specializing in Personal, Business, Governmental, Educational, and Agricultural related accounting

 

 

 

 

 

 

 

 

 Marcus S. Strickling

 

 

Certifications 

    Series-7 Investment Advisor License
     Bachelor of Science - The Ohio State University

     Life & Health Insurance License, State of Ohio


Professional & Civic Associations 

   St. Edwards Parish, Parish Council
    Knights of Columbus
    Vice President ~Ashland Apartment Association
  

 

10 + years experience specializing in investments; individual and small business.

 

Office Staff

Patti Lanzer ~  Investment & Taxes Assistant & Notary Public

Amy Snodgrass ~  Payroll Manager/Accounts & Notary Public

Linda Gardner ~ Account Specialist

Jim Linn ~ Personal Taxes & RAL Specialist