“If you want to get to where your goals are, the only way you're going to be able to get there is you have to accept that things can be done differently than what you're doing, that people talk differently, but that you have a process in place with your team." – Ryan Nietert

Tune into this episode of Let’s Talk as co-host Jeff Wick is joined by Ryan Nietert, CEO of OakCrest Capital. Ryan shares his journey into financial services, starting with a college internship that inspired him to help clients achieve their financial goals. He discusses founding OakCrest in 2012 with a focus on work-life balance, client-first service, and building a strong team to support growth. He also shares insights on delegation, leadership, and strategic planning for high-net-worth clients.

Join Jeff and Ryan to learn more about:

• Ryan’s career and founding OakCrest Capital
• Integrating tax and wealth management
• The importance of leveraging technology

Testimonials are based upon an individual client experience and may not represent the experience of other customers, and should not be considered a guarantee or indication of future performance or success.