Committed to our clients for more than 32 years and thousands of cases
Who We Are
About the Firm
At OakMont Management Group, we are committed to helping individuals, families, and businesses achieve financial clarity and success. With decades of combined experience, our team of financial experts provides tailored solutions that support your financial goals, no matter how complex they may be. Whether you're looking to grow your wealth, manage risks, plan for retirement, or navigate a business transition, we have the tools and expertise to guide you every step of the way. Our mission is to provide thoughtful, proactive, and personalized financial advice that helps our clients build a secure and prosperous future. We strive to empower you with the knowledge and resources you need to make informed decisions, minimize risks, and maximize opportunities.
Years in Perspective
1981
Founded in 1981, OakMont Management Group began as a small firm with a vision to help clients navigate the complex world of personal and business finance.
1989
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Introduction of Investment Management: As the firm grew, we expanded our offerings to include investment management services. We began helping clients build diversified portfolios designed to meet their long-term financial goals, setting the foundation for our comprehensive wealth management approach.
2008
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Office Expansion: In response to growing demand, we opened a new office in Wyoming. We also expanded our team to include additional financial planners, tax advisors, and investment managers, further strengthening our ability to serve a broader client base.
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Growth of Client Base: By this point, our firm had built a diverse portfolio of individual and business clients, establishing ourselves as a trusted name in the local financial community.
Today
With more than 32 years of experience, we’ve grown into a leading financial management firm known for our expertise, integrity, and client-focused approach.
Our Expert Team
At OakMont Management Group, we believe that the strength of our firm lies in the expertise, dedication, and diverse backgrounds of our team members. Each of our professionals is deeply committed to helping you navigate your financial journey with confidence and clarity. Together, we bring decades of experience in financial planning, investment management, tax strategy, business advisory, and risk management, ensuring you have the right support every step of the way.
Janet Lin
Managing Partner
Allen King
Partner
Benjamin Cohn
Partner
Jessica Sanchez
Associate
Mario Belem
Associate
Lea Tleaat
Associate
Careers
Are you the future of OakMont Management?
We’re ready for you.
We foster a supportive and collaborative work environment where every team member’s voice is valued. We believe that great ideas come from diverse perspectives, and we encourage open communication and creative problem-solving.
“It is not wisdom but authority that makes a law”
Louis D. Brandeis