Our Team

While the Oak City team has almost 50 years of combined experience in institutional investing, the group also has experience in banking, accounting, venture capital, private equity and seminary operations. We believe that these perspectives allow us to serve our clients uniquely.

  • Ross Boss

    Ross Roggensack

    Managing Partner, Institutional Advisor

  • Melissa Smith

    Partner, Chief Financial Officer

  • Daniel Ward

    Partner, Institutional Advisor

  • Brett Danforth

    Partner, Institutional Advisor

  • Christie Baucom

    Director of Compliance

  • Kennedy Scott

    Analyst