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Home
Who We Are
Our Services
Wealth Management
Financial Lifestyle Planning
Tax Strategies
Cash Flow Optimization
Goal Specific Investment Philosophy
Goals Based Reporting
Our Approach
Our Wealth Team
RowanOak Blog
Contact Us
Client Portal
Our Team
The RowanOak Team
Providing Financial Comfort to Individuals and Families.
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Paul Rowan
Senior Partner
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Jill Minnaar
Client Relations Associate
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Stephen Ackerman
Financial Planner
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Shania Kiafar
Executive Assistant to Paul Rowan
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Jeanette Dunne
Administrative Associate
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Tracy Rowan
Operations Manager
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Denise Vitellaro Turner
Insurance Specialist
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Mason Eggers
Associate Wealth Manager
© 2022
All rights reserved.