Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Martin L. Schoonover, RICP®

Chief Executive Officer | Senior Advisor

martin@otwm.net

Martin is the President of Oak Tree Wealth Management; LLC. Since the company's inception in 2012, he has also served as the senior Investment Advisor Representative. Martin holds 15 years of Investment Advisor experience. He holds a...

Read more

Christopher G. McMahan, WMCP®

Associate Investment Advisor

chris@otwm.net

Christopher is an Associate Advisor at Oak Tree Wealth Management; LLC. Christopher earned an Associate Degree in Business Administration from Del Mar College in 2018 and a Bachelor Degree in Finance from Texas A&M-Corpus Christi in...

Read more