Shad M. Patterson, CRPC™
Managing Partner - Financial Advisor
Shad is Co-Founder of Tri-Oak Private Wealth Management. We work with clients to help bring focus to their goals and build a path to achieve them.Since 1995, Shad Patterson has been dedicated to helping his clients achieve their...
Jordan J. Matola
Managing Partner - Financial Advisor
For nearly a decade and a half, in markets good and bad, Jordan has diligently worked with clients to develop personalized investment planning strategies that address the specific needs and concerns of his clients.In 2005, Jordan began...
Phillip M. Alexander
Managing Partner - Financial Advisor
Phil is a Managing Partner and co-founder of Tri-Oak Private Wealth Management. From 2017-2023, he has been honored with the Wells Fargo Advisors Financial Network Platinum Council distinction. The Platinum Council distinction is held...
Andrew Cuprisin, CFP®
Managing Principal - Financial Advisor
Andy has over 20 years of experience in the Private Wealth Management Industry. Over those two plus decades, he has been dedicated to serving the unique needs of each of his clients and helping them achieve their financial goals. In...
Brad Graham
Senior Vice President - Financial Advisor
As a Financial Advisor, Brad is dedicated to helping his clients meet their financial needs and goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your...
Wendy Keeler, CFP®
Partner - Director of Wealth Planning
As the newest member of Tri-Oak Private Wealth Management’s advisory team, Wendy’s passion is to take complex situations and build clearly defined investment plans from the ground up. With over two decades of experience as an...
Kristen Johnson
Associate Director of Wealth Planning
Kristen Johnson is passionate about building meaningful relationships and has spent her career helping institutional and private clients navigate their financial needs. Before joining Tri-Oak, she held client-focused roles at Diamond...
Chris Crothers
Senior Registered Client Associate
Backed by more than 18 years of experience in the financial services industry – and having supported Jordan Matola, Managing Partner, since 2012 – Chris regularly utilizes his organizational skills, attention to detail, empathy, and...
Erin Steele
Senior Client Associate
Erin Steele brings an impressive background in administrative support to her role as the newest Client Associate at Tri-Oak Private Wealth Management. With experience in both the real estate and financial services industries, Erin is...
Kelli West
Senior Client Associate
Kelli West brings a wealth of experience from her previous role at an investment firm to her new position as a Client Associate at Tri-Oak Private Wealth Management. With a background in administrative support and a dedication to...
Abby Darnell
Client Associate
Abby Darnell graduated with honors from Ohio University in 2025, earning a bachelor’s degree in Business Administration with majors in Marketing and Analytics and a certificate in Sales. After relocating to Columbus, she began her...