Ross B Snyer CFP®

LPL Registered Principal

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

 

George R Pierce Sr. CFP®

Financial Consultant

George Pierce began his career in the financial services industry in 1983 with a small regional broker/dealer before establishing his own firm in 1988. His vision for his firm was to provide a “concierge” service experience for his clients by providing personalized wealth management and comprehensive financial planning services. In 2021, George reconnected with former colleague, Ross Snyer, at One Oak Wealth Management to provide a succession plan at One Oak for a select group of his clients and family members who he has worked with for decades.

George is a fourth-generation resident of Seattle, Washington. After a two-year stint in the U.S. Army during the Vietnam War, he graduated from the University of Washington with a degree in Accounting.  George married his wife, Cindy, in 1991 and they have 2 children, George Jr. and Sophia, both of whom have started their own careers in the Seattle area.   When not in Seattle, the Pierce family enjoys spending time at the family residences in Naselle, WA and Scottsdale, AZ. 

Education

University of Washington – Degree in Accounting

Professional

CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7, 24, 31 and 63 held through LPL Financial

Life, Accident and Health Insurance Licenses in the states of WA, AZ, CA and OR

Michelle Vu CFP®

Financial Consultant

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

George Pierce Jr. CFP®

Financial Consultant

As a lifetime Seattle resident, George Pierce began his wealth management career with an independent advisory firm in Bellevue, WA in 2017. His interest in the financial management space started early with exposure to the business through friends and family. He solidified his impressions with internships during his time in college at Chapman University in California, where he earned his Bachelor’s in Business Administration.

During his time working with independent advisory firms, George quickly learned the business from the bottom-up. Starting on the administrative side and moving to an advisory role with clients in a variety of life stages. He acquired his CERTIFIED FINANCIAL PLANNERTM designation in 2020, with the objective of providing comprehensive life planning services to clients of all ages.

He enjoys working with clients in helping to identify their financial objectives and providing clarity to the increasingly complex world of wealth management. George believes that establishing clear financial goals provides financial confidence and a grounding perspective to clients when markets get volatile. He looks forward to bringing an enthusiastic approach to goal planning at One Oak.

George currently resides in the Queen Anne neighborhood of Seattle, where he enjoys getting outside for hiking, paddle boarding, and golf, followed by a home-cooked meal. He is also an avid automotive enthusiast, with interest in fun and unique vehicles.

Education

Chapman University - Bachelor’s in Business Administration

Professional

CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, 63, and 65 held through LPL Financial
Washington Life, Accident and Health Insurance License

Michele P Snyer

Chief Operating Officer

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

Taylor Walz

Client Services Associate

Taylor began her career in the financial services industry in 1988 with Kidder Peabody.  From there, Taylor worked for a northwest Regional Brokerage Firm Ragan MacKenzie where she obtained her Series 7 license.  She later moved, with a long-time colleague and business partner, to Morgan Stanley.  Just prior to joining LPL, Taylor had been working for a CPA and financial services company for 15 years.

As a Client Services Associate, Taylor is responsible for providing excellent customer service and is highly ethical, and committed to providing a high level of service. Taylor can quickly discern, and address client’s needs and she is an excellent addition to our team.

Taylor was born in Boise Idaho; however, she has lived most of her life in the Puget Sound area in Washington. Taylor lives in lower Phinney Ridge where she enjoys the close proximity to Green Lake.  She enjoys walking around the lake with her rescue dogs.  She also enjoys playing tennis, cycling, and considers herself an ardent Seahawks fan.

Education
Griffin Business College - Bellevue, WA

Community
Former long-time volunteer with People United for Pets

Jessica Gong

LPL Registered Administrative Associate

A California native, Jessica Gong started her career in the financial services industry in 2012, specializing in life insurance and annuity products to help small business owners, individuals and teachers with protective strategies and maximizing retirement income. Jessica joined One Oak Wealth Management in 2015 as an Administrative Associate, where she then acquired her securities licenses to offer the full breadth of support to the advisors and team. 

Jessica’s favorite part of her role is working with our clients – whether it’s gathering new account information, facilitating rollovers or assisting with financial plans, her main goal is to help clients feel confident and at-ease. 

Jessica is passionate about spending time in Mother Nature, practicing/teaching yoga, mountain biking, and annoying her two cats, Jules and Verne. 

Professional 

FINRA Series 7 & 66 registrations held through LPL Financial 
California Life-Only Insurance License 

Chaia Marshall

Client Service Associate

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