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  3. Our Team

Our Team

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Ross B Snyer, CFP®

LPL Financial Advisor

ross.snyer@lpl.com

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. He still maintains his Colorado CPA license*.

Ross migrated from the accounting world to financial and investment planning in 2001 upon obtaining his CERTIFIED FINANCIAL PLANNER™ designation. He later obtained his CPA/Personal Financial Specialist 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 Seattle 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
Certified Public Accountant (CPA®)
CPA/Personal Financial Specialist
FINRA Series 7, 66 and 24 held through LPL Financial
American Institute of CPAs (AICPA)
Colorado Society of CPAs (COCPA)

Life, Accident and Health Insurance Licenses in the states of CA, WA and VA.

Community

University of Denver Alumnae Advisory Council, former member

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*LPL Financial does not provide tax advice or services.

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Michelle Vu, CFP®

LPL Financial Consultant

michelle.vu@lpl.com

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

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Financial planning offered through LPL Financial, a registered investment advisor

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Jessica Gong

LPL Registered Administrative Associate

jessica.gong@lpl.com

Jessica Gong began in the life insurance and annuity industry in 2012, where she specialized in assisting small business owners, individuals and teachers with protective strategies and maximizing retirement income. She joined One Oak Wealth Management in 2015 as an administrative associate, providing support for all administrative and operational tasks such as processing client requests, meeting preparation for client appointments and maintaining office records.

She has since expanded her role to be the primary contact for all insurance related business for the firm. Her responsibilities include, but are not limited to, analyzing client’s potential insurance needs, product research on new and existing business, filing applications, and acting as liaison between insurance companies and clients to ensure timely and high-quality service. Jessica values understanding a client’s complete financial picture to ensure all avenues are evaluated. She believes in using insurance products to cover gaps in client’s financial plans such as Long-Term Care coverage, guaranteed income and life insurance.

Outside of One Oak, Jessica is a Yoga Instructor and Yoga Therapist in training. She loves all outdoor activities, her favorites are mountain biking, slacklining/highlining, acro-yoga and hiking/backpacking.

Professional

FINRA Series 7 and 66 held through LPL Financial

California Life-Only Insurance License

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Antonio Ponce

LPL Registered Administrative Associate

antonio.ponce@lpl.com

Antonio Ponce, a San Diego native, moved to Los Angeles in 2010 where he began his career in the financial services industry. He studied at West Los Angeles College and worked as an Operations Manager for a financial institution in the fast paced, upscale environment of Beverly Hills.

With encouragement from family and friends, Antonio transitioned to Orange County to pursue a career in wealth management. He came on board as an Administrative Associate assisting with all operational and administrative matters. He obtained his FINRA Series 7 and 66 licenses in 2018 and is eager to continue his career path with One Oak.

With nearly 8 years of high-level client service experience, detail-oriented account management experience and valuable financial administration skills, he is excited to bring innovative and passionate practices to the team. As a part of his career development, Antonio assists Michelle and Ross in the financial planning process, marketing and expanding our footprint in the social media world.

In his free time, Antonio likes to cook, and support local music, art and theater events. Grateful for the amazing Southern California weather, he also enjoys spending a lot of his time outdoors exploring and staying active.

Education

West Los Angeles College – Associate of Arts in Liberal Arts and Sciences -Emphasis in Behavioral and Social Sciences
 

Professional

FINRA Series 7 and 66 held through LPL Financial

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Nathanael Breitenberg

Administrative Assistant

n.breitenberg@lpl.com

Nat Breitenberg is the newest addition to the One Oak Wealth Management team and brings several years of experience with him. He started in the financial services industry in 2011 as an intern with one of the largest insurance companies in the nation, where he earned his life insurance license. He then transitioned to a boutique wealth management firm, where he spent several years learning about wealth management and the financial planning process. 

Nat provides support to Ross and Michelle in an administrative assistant role, through operational and administrative tasks. He also assists in the financial planning process by working closely with individuals to gather data and develop a path towards their goals. He brings to the table a strong attention to detail and a passion for solving problems.

Raised in Coeur d’Alene, Idaho, Nat is a Seattle-area transplant. Having moved to Seattle in 2012, he and his wife have settled into the area and enjoy everything the Pacific Northwest has to offer. In his free time, he enjoys exploring the area by means of hiking, biking, skiing, camping, and sampling all the fresh local food.

Education

University of Idaho – Bachelor of Science in Accounting

Professional

Washington Life and Disability License

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  •   20 Pacifica, Suite 230, Irvine, CA 92618
  •   949-333-0318
  •   michelle.vu@lpl.com

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Ross Snyer is a registered representative with and securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, CT, FL, ID, IN, KS, MA, MI, MO, NC, NJ, NM, NV, NY, OK, OR, RI, SC, TX, UT, VA, WA, WV

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