Oath Planning, LLC

Jacob Kerksieck is a financial advisor at Oath Planning, LLC with seven years of industry experience. He holds a Series 65 designation and also practices law at Oath Law, focusing on estate planning, trusts, and wills. His background includes work at the Henry Law Firm and serving four years at the University of Arkansas. Oath Planning provides investment management and financial planning to individuals, high-net-worth clients, trusts, retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and model portfolios and integrates legal and insurance services through its affiliated law practice.

Rodney Yancy is a financial advisor with Oath Planning, LLC in Tulsa, OK, holding a Series 65 designation and seven years of industry experience. He has worked at Oath Planning since 2018 and concurrently serves as attorney and president of Oath Law, by RTY Law, a professional corporation. Outside of advising, he is the CEO of Oath Music Co, a music technology company. Oath Planning manages discretionary investment portfolios and provides written financial planning for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses. The firm integrates investment management with estate-planning services through its affiliated law practice and employs a modern portfolio theory-based, buy-and-hold investment approach using primarily passive asset-class mutual funds.

Brian Kelley is a financial advisor with Oath Planning, LLC in Brooklyn, NY, holding a Series 65 credential and seven years of industry experience. He has worked at Oath Planning since 2018 and was previously involved with Oath Law, a professional law corporation, from 2017 to 2024. Prior to his financial and legal work, he was employed at Victoria's Pasta Shop for nine years. Oath Planning manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, qualified retirement plans, not-for-profits, and small businesses, providing investment management, written financial plans, and estate-planning services through its affiliated law firm. The firm’s investment approach emphasizes modern portfolio theory with a buy-and-hold, asset-allocation strategy, typically using passively managed mutual funds and fixed-income securities.

Camille Bouvet is a CFP® and Series 63-registered advisor with eight years of industry experience. She is currently with Oath Planning, LLC, where she has been since 2025. Her prior roles include positions at Root Financial Partners, Aldrich Wealth, Origin Financial, and ABD Insurance & Financial Services. Oath Planning, LLC serves individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses, managing approximately $285 million across about 500 clients. The firm uses a long-term, asset-allocation driven investment approach focused on passive asset-class mutual funds and model portfolios, and it offers integrated estate-planning legal and insurance services through a formal affiliation with an in-house law practice.

Rachel Reinke is a financial advisor at Oath Planning, LLC with four years of industry experience. She holds a Series 65 credential and also practices law through her affiliated firm, Oath Law, where she focuses on estate planning, trusts, and wills. Prior to joining Oath Planning, she worked at UnityPoint Health and Iowa Legal Aid. Oath Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, qualified retirement plans, nonprofits, and small businesses. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and offers integrated estate-planning legal services and insurance product implementation through its team of six advisors.

Alec Spring is a financial advisor at Oath Planning, LLC in Tulsa, Oklahoma, with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes positions at Equitable Advisors and Axa Advisors, as well as work outside the financial industry. Oath Planning provides investment management and financial planning services to individuals, trusts, retirement plans, not-for-profits, and small businesses. The firm manages approximately $285 million for about 500 clients using long-term, asset-allocation driven strategies with a focus on passively managed mutual funds and model portfolios, and offers integrated estate-planning and insurance services through affiliated legal and insurance professionals.