Schedule a Meeting

Let’s Start With A Conversation About What You Need Next

Whether you’re ready to build a financial plan, review your investments, talk through insurance questions, or simply get a clearer sense of your options, we’re here to make the next step easier. Schedule time with the Three Oaks Financial Planning team to discuss where you are, what’s changing, and how we can help you move forward with more confidence. Most meetings are held virtually by phone or Zoom, with in-person appointments available by request.

Schedule a Meeting with Stephen Roberts, Financial Advisor

If you are a client, schedule a meeting with Stephen to review:

Your financial plan
Your investment portfolio
Your insurance portfolio
Upcoming client appreciation events

If you are not yet a client, schedule a meeting with Stephen to discuss:

What working with our team looks like
Various investment & insurance vehicles
Your goals and how to best pursue them
Upcoming educational events and webinars

Schedule with Stephen

Schedule a Meeting with Matthew Crooks, Financial Advisor

If you are a client, schedule a meeting with Stephen to review:

Your financial plan
Your investment portfolio
Your insurance portfolio
Upcoming client appreciation events

If you are not yet a client, schedule a meeting with Stephen to discuss:

What working with our team looks like
Various investment & insurance vehicles
Your goals and how to best pursue them
Upcoming educational events and webinars

Schedule with Matthew

Schedule a Meeting with Brian Johnson, Financial Advisor

If you are a client, schedule a meeting with Stephen to review:

Your financial plan
Your investment portfolio
Your insurance portfolio
Upcoming client appreciation events

If you are not yet a client, schedule a meeting with Stephen to discuss:

What working with our team looks like
Various investment & insurance vehicles
Your goals and how to best pursue them
Upcoming educational events and webinars

Contact Brian via email or phone to schedule a meeting.

brian.johnson02@ceterainvestors.com
(317) 842-8488 ext. 204

Learn more

Schedule a Meeting with Lydia Sonderman, Licensed Sales Assistant

Talk with Lydia to review paperwork, processing, and administrative aspects of your account(s).

Update or make changes to existing account information
Questions about paperwork/statements
Assistance with online account access

Schedule With Lydia

Schedule a Meeting with Meredith Roberts, Sales Assistant

Talk with Meredith to review paperwork, processing, and administrative aspects of your account(s). Update or make changes to existing account information

Questions about paperwork/statements
Assistance with online account access

Schedule With Meredith

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

How We Bring The Pieces Together

Our process starts with your life, values, goals, and current financial picture. From there, we help turn scattered details into more organized next steps.

Discover How We Work

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.

Contact Us