With over 85 years of combined experience, Red Oak Financial Asset Management is committed to putting the needs of our clients first by delivering premier Investment, Financial & Legacy Planning, Insurance and Tax Reduction services.


We are independent, we work for our clients .
You will be able to tell from my accent that I’m from up North. I was born and grew up in Reeseville, WI. Reeseville is just inside an hour Northeast from Madison. My wife Ann and only son (at that time), moved to Texas in 1980, after a short stop in Illinois. We moved to Texas to start a ne
We are independent, we work for our clients .
You will be able to tell from my accent that I’m from up North. I was born and grew up in Reeseville, WI. Reeseville is just inside an hour Northeast from Madison. My wife Ann and only son (at that time), moved to Texas in 1980, after a short stop in Illinois. We moved to Texas to start a new branch of a life and health insurance company. I was in management, and there was a lot of traveling involved and I was tired of it. I wanted to spend less time on the road, more time with family, and help people in the local community. That’s when I decided it was time to get out of management and start a personal financial practice.
Ann and I now have two sons and a daughter and 5 grandchildren…all boys! They can get kinda rowdy since they are all within about 5 years. Life is full and we feel very blessed.

Dedicated to helping clients accomplish what they want.
A quick few relevant things about me...
- Started in the investment business in 1999
- Witnessed two bear markets and learned from both
- Earned the Chartered Market Technicians (CMT) Certification in 2011
- Co-authored "Home Run Financial Planning, " with Steve Straseske, my father
- Fidu
Dedicated to helping clients accomplish what they want.
A quick few relevant things about me...
- Started in the investment business in 1999
- Witnessed two bear markets and learned from both
- Earned the Chartered Market Technicians (CMT) Certification in 2011
- Co-authored "Home Run Financial Planning, " with Steve Straseske, my father
- Fiduciary standard
- Independent service model
- Experienced in all things personal finance
- Humble, curious, and grateful
If you have an interest in talking or think I might be able to help, let's schedule a time. Click here.

Pamela is driven by the belief that true piece of mind is rooted in both financial and physical health.
With more than 30 years of experience in the senior healthcare industry, Pamela’s career was built on a foundation of empathy and commitment to helping others navigate complex medical, emotional, and financial circumstances. Her extens
Pamela is driven by the belief that true piece of mind is rooted in both financial and physical health.
With more than 30 years of experience in the senior healthcare industry, Pamela’s career was built on a foundation of empathy and commitment to helping others navigate complex medical, emotional, and financial circumstances. Her extensive background in serving the senior community inspired a natural transition into the financial services field, where she is dedicated to helping clients develop strategies that promote guaranteed income stream, long-term security, independence, and peace of mind.
The daughter of a U.S. Navy veteran, Pamela was raised with strong values of integrity, discipline, and service. Mentored by her father—who also brings nearly two decades of experience in the financial industry, she approaches her work with compassion, purpose, and a deep commitment to helping others achieve financial confidence.
Outside of her professional life, she enjoys spending time with her family, participating in church & volunteer activities, traveling, practicing Pilates, and cherishing time with her new granddaughter.

Michael’s mission is simple — to help his clients build confidence in their financial decisions today, so they can enjoy a secure and fulfilling tomorrow.
A native of Akron, Ohio, Michael brings over four decades of leadership, discipline, and dedication to serving others — qualities that define both his distinguished military career and
Michael’s mission is simple — to help his clients build confidence in their financial decisions today, so they can enjoy a secure and fulfilling tomorrow.
A native of Akron, Ohio, Michael brings over four decades of leadership, discipline, and dedication to serving others — qualities that define both his distinguished military career and his success in the financial and insurance industry.
Michael began his career with the U.S. Navy in June 1972, serving honorably for 27 years and retiring in September 1998 as Force Master Chief, Commander, Naval Reserve. His years of service instilled in him a deep sense of integrity, commitment, and excellence — values that continue to guide his work today.
Following his military retirement, Michael transitioned to the private sector, applying his leadership and strategic skills as a Senior Consultant for the Department of Defense with Herdt Consulting, Sea Service Program Manager for USAA, and Vice President of First Fidelity.
For the past 18 years, Michael has dedicated himself to helping individuals and families achieve financial security and peace of mind. He approaches each client relationship with compassion, trust, and a personalized strategy, focusing on their unique goals and priorities. His expertise lies in retirement planning and insurance solutions, ensuring clients are well-prepared for their financial futures.

I am here for you, when ever that may be.
- Works tirelessly to ensure that the needs of our clients are met
- Endless patience and understanding
- Golden Rule enthusiast and Platinum ruler enforcer.
- Plant lover and green thumb cultivator
- Lovingly referred to as the group Mom in social circles
- If you need me, call me!
I strive to provide
I am here for you, when ever that may be.
- Works tirelessly to ensure that the needs of our clients are met
- Endless patience and understanding
- Golden Rule enthusiast and Platinum ruler enforcer.
- Plant lover and green thumb cultivator
- Lovingly referred to as the group Mom in social circles
- If you need me, call me!
I strive to provide the best client experience and build lasting relationships with everyone that we come in contact with, we are here for you.





We love our customers, so feel free to visit during normal business hours.
2201 DOUBLE CREEK DRIVE, SUITE 5005, Round Rock, TX 78664
Text or Call : 512-327-4747 Fax : 210-737-7801 Email : ClientCare@RedOakAM.com
Mon | 08:30 am – 05:00 pm | |
Tue | 08:30 am – 05:00 pm | |
Wed | 08:30 am – 05:00 pm | |
Thu | 08:30 am – 05:00 pm | |
Fri | 08:30 am – 05:00 pm | |
Sat | By Appointment | |
Sun | Closed |
Investment advice offered through Strategic Financial Concepts, LLC., a registered investment advisor.
Copyright © 2025 Red Oak Financial Asset Management - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.