HELPING ELI LILLY EMPLOYEES

HELPING ELI LILLY EMPLOYEES

At Oaktree Financial Advisors, we help Eli Lilly employees like you with your financial questions, relieving your stress around money, simplifying complicated finances, and freeing up your time.

Let's Talk
HELPING ELI LILLY EMPLOYEES

HELPING ELI LILLY EMPLOYEES

At Oaktree Financial Advisors, we help Eli Lilly employees like you with your financial questions, relieving your stress around money, simplifying complicated finances, and freeing up your time.

Let's Talk
HELPING ELI LILLY EMPLOYEES

HELPING ELI LILLY EMPLOYEES

At Oaktree Financial Advisors, we help Eli Lilly employees like you with your financial questions, relieving your stress around money, simplifying complicated finances, and freeing up your time.

Let's Talk

You Are Unique

What We Do For You

Getting To Know You

Getting To Know You

What would you like to accomplish? You’ll tell us all about your situation, your goals and your questions.

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The Lilly Employee Analysis and Plan™ (The LEAP™)

The Lilly Employee Analysis and Plan™ (The LEAP™)

You’ll receive a detailed analysis and recommendations to help you meet your goals

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Implement

Implement

Start your journey towards achieving your financial goals with Oaktree Financial Advisors as your partner.

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Meet Our Team

Chris Baker

Chris Baker, CFP®

Financial Advisor | Co-Founder

Edward Snyder

Ed Snyder, CFP®, ChFC

Financial Advisor | Co-Founder

Ellie Baker

Ellie Baker, CFP®

Financial Advisor

Trevor Conwell

Trevor Conwell, CFP®

Financial Planning Associate

Mike Feltz

Mike Feltz

Financial Planning Associate

Jennifer Dettman

Jennifer Dettman

Client Services Associate

Abby Ernest-Norman

Abby Ernest-Norman

Client Services Associate

Heidi Dunkin

Heidi Dunkin

Client Services Associate

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