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10194 Crosspoint Blvd, Suite 100, Indianapolis, IN 46256

(317) 842-8488
threeoaks@ceterainvestors.com
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Meet The Team

Feel Known, Heard, & Supported

The people you choose to guide your financial life should know more than your account balances. At Three Oaks, our team focuses on understanding your goals, explaining your options clearly, and helping you make informed decisions across the many parts of your financial picture. That means you have knowledgeable, communicative support around you as you plan for retirement, coordinate family priorities, and prepare for what you hope to pass on.

Stephen Roberts

Stephen Roberts

Financial Advisor

Brian Johnson

Brian Johnson, RICP®, AIF®

Financial Advisor

Matthew Crooks

Matthew Crooks

Financial Advisor

Lydia Sonderman

Lydia Sonderman

Licensed Sales Assistant

Meredith Roberts

Meredith Roberts

Sales Assistant

A Planning Conversation Should Be Built Around You. We’re Here To Make That Happen.

Your questions, goals, and family priorities deserve careful attention from the start. At Three Oaks, we take time to understand what matters, explain your options clearly, and help you see how the pieces of your financial life may connect.

We Want To Hear From You

Solutions Across Life & Work

We support individuals, families, and business owners through connected financial decisions. Our work helps you see how today’s choices may affect the future you’re building.

See Who We Serve

Get To Know Three Oaks

Our work is grounded in personal connection, practical perspective, and thoughtful planning. We help clients feel informed, understood, and supported through life’s financial decisions.

Learn More About Us

Start With A Conversation

Your financial questions may connect to more than one decision, account, or season of life. A conversation can help bring those pieces into clearer view.

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