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Our Team

Providing Independent Financial and Retirement Planning for Small Business Owners In Central Florida since 2012.

Meet The Team

oakmonte wealth management james j flick

James J. Flick

James J. Flick is the founder of Oakmonte Wealth Management. He is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning,...

oakmonte wealth management james m flick

James M. Flick

James M. Flick is a manager for Oakmonte Wealth Management, a full-service wealth management and financial planning firm. James’ experience designing, implementing, administering, and litigating advanced trust and asset protection structures makes him uniquely equipped to provide the best advice...

oakmonte kayleigh o flick

Kayleigh O. Flick

Kayleigh O. Flick is the Office Manager and Bookkeeper for Oakmonte Wealth Management. When you call for information or to schedule an appointment Kayleigh will assist you. If the phone does happen to be answered by one of the other...

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