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Becky W

CFP®, CAP®

Burlington, VT

Oak Maple Finance, LLC

I have always loved a challenge. As a child, I enjoyed Laura Ingalls Wilder’s Little House series for its pioneering spirit and “we can do hard things” embrace of life. Founding my own financial firm, with the goal of raising others while building a business, reflects my entrepreneurial background. As the daughter, granddaughter, great-granddaughter, and even great-great-granddaughter of business-founders dedicated to serving the communities where they lived, I carry on a family tradition of service oriented entrepreneurship, working with causes close to my heart, such as the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. My background as a classically trained musician informs my financial planning approach. My academic research and analysis skills transfer from notes and music theory to financial planning and portfolio management. Whether serving clients or playing piano, I bring joy, creativity and a healing energy to my work.

Family Business Charitable giving & philanthropy Founder/Business Owner Women's Finance Gen Y/Millennials (Born 1980-1995)
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Corrie P

CFP®, Series 65

Burlington, VT

Oak Maple Finance, LLC

Corrie Parker is a CFP® professional with one year of industry experience, currently serving as an advisor at Oak Maple Finance, LLC. She previously worked at Pathway Financial Advisors from 2016 to 2023. Oak Maple Finance, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with approximately $92.5 million in discretionary assets under management. The firm combines modern portfolio theory and fundamental analysis using both passive and active strategies, offers ESG options, and provides services including discretionary wealth management, financial planning, and educational seminars.

Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting
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