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 - www.aicpa.org/

The Ohio Society of CPA’s - www.ohioscpa.com/

Brethern Care Village, Board Member - www.brethrencarevillage.org

St. Edwards Parish, Fiscal Director

Knights of Columbus

Boy Scouts ~ Scoutmaster - www.boyscouttroop4214.net

Young Men's Business Club

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
    Young Men's Business Club

 

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

 

Office Staff

Patti Lanzer ~  Investment & Tax, Notary Public

Amy Snodgrass ~  Payroll, Notary Public

Linda Gardner ~ Account Specialist

Jim Linn ~ Personal Taxes & RAL Specialist