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Our Team

Clients Come First.

Oaktree Financial Advisors is a privately-owned and independently-operated firm founded in 2000. Without quotas to meet or proprietary products to sell, we’re free to provide independent, objective advice based on the unique desires and goals of our clients.

Chris Baker, CFP®

Financial Advisor | Co-Founder

I began my financial planning career in 1990 as an employee of a large national financial services firm. I quickly realized that being an employee of a firm that had its own products and services to sell was not the ideal career path...

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Ed Snyder, CFP®, ChFC

Financial Advisor | Co-Founder

My financial services career began in 1994 with a large national firm. I soon realized that most “financial advisors” were salespeople working for companies who manufactured financial products that they wanted to sell to...

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Jennifer Dettman

Client Services Associate

Since joining Oaktree in 2010, I have worked closely with new and existing clients to help with any questions or requests they have. I schedule client meetings with our advisors, schedule and coordinate client communications and I...

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Abby Ernest-Norman

Client Services Associate

I joined Oaktree in 2014. I’m likely the first voice you’ll hear when you call Oaktree. I handle new account set up and transfers when you come aboard as a new client. I also work closely with existing clients to provide...
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Heidi Dunkin

Client Services Associate

As the newest member of the team, I am enjoying getting to know our clients. I have an extensive background in customer service and relationship management that are beneficial in my day-to-day activities here at Oaktree.

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