Oak Tree Wealth Management

Christopher Mcmahan is a financial advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding a Series 65 designation with two years of industry experience. His prior roles include positions at New York Life Insurance Company and Medivita Health, as well as time spent as a full-time student. Oak Tree Wealth Management offers fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis in customized investment programs and manages approximately $12.7 million in discretionary assets across about 58 client relationships.

Martin Schoonover is the sole advisor at Oak Tree Wealth Management in Corpus Christi, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He founded Oak Tree Wealth Management in 2012. Outside of advisory work, Schoonover owns and operates Texan Autoplex, an auto dealership, and is a licensed insurance agent selling life, health, annuities, and other insurance products. Oak Tree Wealth Management provides fee-based discretionary portfolio management, financial planning, and consulting services primarily to individuals and small businesses. The firm uses customized investment policies and a mix of fundamental, technical, and cyclical analysis to manage approximately $12.7 million in discretionary assets.