The First Oak Team
When you choose First Oak, you are choosing an experienced team of advisors who work together to serve you. We complement each other to ensure we create and implement strategies to maximize each client’s possibilities.
Ryan Thomsen, CPWA®
Managing Member, Investment Advisor
Ryan is the firm’s managing member. His primary focus is providing in-depth financial planning and investment management strategies for his clients.
Ryan wants his life’s work to focus on helping people, and his desire to work specifically in wealth management started at a young age watching the journey of his entrepreneurial parents. He saw firsthand the success of a family business along with the pitfalls of not having a focused and comprehensive financial plan.
After earning his bachelor’s degree from Cal Poly, San Luis Obispo, he packed everything he owned in his truck and moved to Raleigh, where he began his career at Fidelity Investments. After helping hundreds of Fidelity customers, he realized he could help people even more if they were his clients. He then joined Edward Jones and later moved to Oak City Consulting before co-founding First Oak Wealth Management. With practical investment and financial planning experience, his goal was to create the type of firm he would choose to work with if he were a client. A firm where the clients’ interest comes ahead of the advisor’s. A natural-born planner, Ryan enjoys getting to know the stories behind what clients want to accomplish and uses his financial acumen to chart the right course for each person or family.
Ryan holds the Certified Private Wealth Advisor® designation, which he earned through the University of Chicago Booth School of Business, in coordination with the Investment & Wealth Institute™. The CPWA® certification program is an advanced credential created specifically for wealth managers serving the unique needs of business owners, executives and high-net-worth clients with a particular focus on strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Ryan is an active member of Providence Baptist Church. He and his family live on a small gentlemen’s farm in Raleigh. Outside of the office, he enjoys fishing with his sons, manning the grill and hosting family and friends for dinner.
Grace Kelly, CFP®
Investment Advisor, Portfolio Manager
Grace joined the First Oak team in 2018. With a passion for service, her expertise is in helping clients develop and implement strategies to create, grow and preserve wealth.
An alumna of Colorado State University, her career in financial services began at Charles Schwab in Denver, Colorado. She served as a client service registered representative, advanced trade specialist and senior specialist for client development. While with Charles Schwab, she relocated to Little Rock, Arkansas, serving as an associate financial consultant. She obtained a CERTIFIED FINANCIAL PLANNER™ designation during that time, which she retains. Before joining the First Oak team, she served as a financial advisor with Morgan Stanley at their North Raleigh office.
To be closer to family, Grace returned to Colorado. She works from her home office against the backdrop of the Front Range mountains, often with her snoozing Australian Shepherd at her feet.
Catherine joined First Oak in 2017. Earlier in her career, she worked at ITT Sheraton Hospitality Corporation, where she held management positions at the Sheraton Washington Hotel in Washington, D.C., and the Sheraton Inner Harbor Hotel in Baltimore, Maryland. She was instrumental in opening luxury hotels in Chicago and New York City. An alumnus of Roanoke College in Salem, Virginia, she studied foreign languages.
A native of Washington, Catherine moved with her family to the Triangle over 20 years ago. Outside of the office, she enjoys spending time with her family, including her two beloved, four-legged “kids.” She enjoys travel, a passion that took root as a child when she lived in Europe, and spending time exploring the outdoors both in the Triangle and beyond. Catherine volunteers her time with women’s and children’s ministries.
Client Services Manager
Anna joined First Oak in 2022 with over 25 years of wealth management industry experience. If you call or stop by our office, Anna will often be the person that welcomes you while also overseeing many behind-the-scenes functions to support our team. She has a keen eye for detail and a passion for serving others.
Her wealth management career began at Wells Fargo Advisors, where she served clients as a financial advisor and registered client associate for 15 years. In 2015, she joined Ameriprise Financial as a registered client service associate. At both firms, she worked closely to onboard and serve clients.
An alumna of the University of South Carolina, she holds a Bachelor of Science in Business. She continued her education at Webster University’s George Herbert Walker School of Business and Technology, earning a Master of Business Administration.
A native of South Carolina, Anna has called Raleigh home since 2012. An endurance athlete and avid hiker, she enjoys exploring National and State Parks. When not on the hiking trails, she enjoys recharging at home with her yellow Labrador retriever.
We have an ongoing partnership with Investment Research Partners, LLC. The benefits of this partnership are two-fold. First, we have access to a robust collection of investment research expertly curated by a team of professionals whose sole focus is studying financial markets and economies. They are an independent firm that does not benefit financially from any company or strategy they recommend. In short, they provide credible, knowledge-based expertise. Second, it allows the First Oak team more time to do what we do best: engaging with our clients and managing their investments.