Advisors at this firm
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.
Corrie P
CFP®, Series 65
Burlington, VT
Oak Maple Finance, LLC
Corrie Parker is a CFP® and Series 65-registered advisor with over 13 years of industry experience. She has worked at Oak Maple Finance since 2023 and previously spent seven years at Pathway Financial Advisors and six years at Merchants Trust Company. Oak Maple Finance is a fee-only firm serving individual and high-net-worth clients with wealth management, discretionary investment management, and financial planning. The firm uses a mix of passive and active funds guided by modern portfolio theory and fundamental analysis, and it offers socially responsible investment options upon request.