EVENT: 2018 Own Your Retirement Seminar
Join us at the Gravitate Event Center in downtown Albuquerque on November 20th, 2018 for a special presentation of our…
Read MoreAbout us.
01
Our Story
Our
Beginnings.
Oakmont is an Albuquerque-based financial advisory practice with a rich history spanning nearly half a century. During that time, its founder, Ralph Hicks, has navigated every kind of market condition; celebrating his client’s greatest victories while guiding them through the market’s worst downturns. His knowledge and experience is an invaluable resource for employees and clients alike, providing deep insight to Oakmont’s goal-driven financial planning strategies.
02
OUR STORY
Present and Future.
Oakmont is, first and foremost, a family business. Ralph has instilled in his sons, David and Mike, the wisdom, tenacious work ethic and desire to help others that fueled Oakmont’s success over the last five decades. By educating and empowering their clients to effectivelymanage their finances, David, Mike, lifelong friend Ryan Gilmore and team hope to preserve Ralph’s legacy and continue to be the driving force behind Oakmont’s primary mission—helping their clients achieve their financial goals before and after retirement. Since its inception nearly 50 years ago, Oakmont has helped countless investors regain control of their financial future, finding peace of mind in retirement and living the life they’ve always dreamed of. The next evolution of the firm draws on the collective knowledge of its past, leverages the cutting-edge investment strategies of today, and alongside its loyal clients, looks toward the bright future of tomorrow.
Oakmont is, first and foremost, a family business. Ralph has instilled in his sons, David and Mike, the wisdom, tenacious work ethic and desire to help others that fueled Oakmont’s success over the last five decades. By educating and empowering their clients to effectivelymanage their finances, David, Mike, lifelong friend Ryan Gilmore and team hope to preserve Ralph’s legacy and continue to be the driving force behind Oakmont’s primary mission—helping their clients achieve their financial goals before and after retirement.
Since its inception nearly 50 years ago, Oakmont has helped countless investors regain control of their financial future, finding peace of mind in retirement and living the life they’ve always dreamed of. The next evolution of the firm draws on the collective knowledge of its past, leverages the cutting-edge investment strategies of today, and alongside its loyal clients, looks toward the bright future of tomorrow.
“Over the years, I’ve learned that most retirees have two main concerns. They want to know if they have enough to retire, and if they are at risk of great market loss. At Oakmont, we resolve these problems once and for all.”
03
OUR STAFF
Oakmont
Team.
Family is the driving force behind everything we do; we approach the challenges of each client’s financial future as if it were our own. Our investment advisors and support staff work in close collaboration to meet the needs of every client we service.
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Ralph W. Hicks
Investment Advisor
Ralph has been helping families with their retirement planning needs for more than 40 years. Ralph prides himself on his communication skills, which have helped him to become a successful financial educator. He knows there’s no magic formula to investing, but believes that through consistency, diligence and education, you can build a foundation for a successful retirement. This approach has helped Ralph become a knowledgeable advisor, friend and respected authority on retirement planning.
David B. Hicks
Investment Advisor
From a young age, David knew he would like to follow in his father’s footsteps and help his community. David seeks to help families and individuals find peace of mind through financial security. He finds that the most rewarding part of his work is the positive change he sees in people’s lives. David joined his father at Oakmont Advisory in 2009. David and his wife are proud parents of three beautiful girls and enjoy watching them grow into extraordinary young women.
D. Ryan Gilmore
Investment Advisor
Ryan is an Albuquerque native and a proud University of New Mexico alumnus. As a former public school educator and coach, he harnesses a desire to support and serve the community. His work at Oakmont allows him to educate, while providing others with support and guidance throughout their retirement journey. Ryan is a true family man who enjoys spending time with his wife, Lesley, and their three children, Cooper, Claire and Calvin.
Michael J. Hicks
Associate
Prior to spending his college years at Abilene Christian University, Michael grew up in Albuquerque. After graduating, he moved to Denver, where he spent several years working in telecom sales, engineering recruitment, and spent a ski season in Vail. Michael joined Oakmont Advisory Group in December 2014 and is the younger of the two boys. Outside of the office, you’ll likely find him trail running in the Sandias, cheering on his nieces at their soccer games, or playing piano at a local brewery.
Meridyth Poe
Operations Director
Meridyth is a proud Air Force wife. Born and raised in Southside Virginia, she grew up spending most of her time on Lake Gaston with her family and friends. Meridyth enjoys spending time with her husband and daughter, shopping, and going to concerts. She truly enjoys all of the wonderful clients that she’s had the privilege of meeting during her time at Oakmont.
Emily Brick
Marketing Director
Emily moved to Albuquerque in 2017 with her husband, who serves in the U.S. Air Force. As a former educator, she enjoys having the opportunity to educate and empower others through her work at Oakmont. She is a graduate of Iowa State University, where she earned a bachelor’s degree in English Education. Emily enjoys photography, traveling, and spending time outdoors.
Margaret Osborne
Office Assistant
Margaret was born and raised in Plainfield, Illinois. Her and her husband have recently moved to Albuquerque. They are the proud parents of two wonderful college girls. She has fallen in love with the beautiful skies and the endless outside opportunities Albuquerque has to offer. She is looking forward to the new relationships that will be made working here at Oakmont.
04
Giving Back
Volunteering
& Charity
Work.
Giving back is an integral part of our company’s philosophy. We are Albuquerque natives and, as such, believe in supporting the vibrant, multi-cultural city we call home. We are proud to volunteer at local events and are always looking for opportunities to show gratitude to our amazing community.
05
CONTACT
Visit us at one of our
offices or drop us a line.
Contact us
West Location
Phone
505.821.6966
Fax
505.312.7533
info@oakmontadvisory.com
East Location
Phone
505.821.6966
Fax
505.312.7533
info@oakmontadvisory.com