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Emilee Lawrence has been in the financial industry since 2005 when she began her career in banking. She learned the importance of saving and investing at a young age, and developed a passion to help her clients become financially successful. That passion led to an interest in investments and retirement planning, and she chose to continue her education and become an investment advisor in 2011. She then gained a designation of Chartered Retirement Planning Counselor, CRPC® Professional.
Emilee is a Southwest Michigan native, born and raised in Sturgis, Michigan. She currently resides in Kalamazoo and has spent the majority of her years in the area. She is a lover of the Michigan climate, and an outdoors enthusiast. She enjoys skiing and hockey in the winter season, traveling, and a variety of outdoor activities in the fairer months, including, camping, hiking, and canoeing. Emilee enjoys challenging herself to try new things, and has recently completed a couple of sprint triathlons. Emilee has plans to continue her education, and is excited about her opportunity to work closely with clients as a member of the Oak Point team.
John has been an investor since age 11 (he bought a CD with lawn mowing earnings) and owned Stock and precious metals before graduating from High School. Since becoming a professional financial planner in 1998 he has established his reputation as an innovative ‘out of the box’ thinker. As a thought leader in the industry he has had articles published in numerous publications including Journal of Financial Services Professionals, Financial Planning, Financial Advisor, Registered Rep, and Wealth Management.com. John is regularly invited to present to peers around the country and has been invited to advise top executives of two of the nation’s largest broker-dealers.
One of his key contributions is the concept of “Beer and Peanuts.” This conceptual framework helps individuals in or nearing retirement live engaged, meaningful lives. John helps retirees identify ways to maintain purpose meaning and social contact after they stop going to work every day. He has identified a cyclical approach to retirement involving leisure and travel, volunteering, and part time work which helps retirees find more satisfaction than the traditional linear lifestyle.
John has helped clients from some of the nation’s largest firms as well as business owners and executives. John typically serves clients with investable assets of greater than $250,000.
A man of deep convictions, John is also an Associate Pastor at Stones Church in Kalamazoo, Michigan where he is responsible for pastoral care for families in Kalamazoo and Portage. He and his wife, Julie, have 4 children and enjoy bicycling and travel.
Bachelor of Science, Central Michigan University, Mt. Pleasant, Michigan
Earth Science Major
Political Science Minor
Attended Garrett-Evangelical Theological Seminary, Evanston, Illinois
Chartered Retirement Planning Counselor® earned designation
CERTIFIED FINANCIAL PLANNERTM earned designation
Dennis began his career in the industry in 2004 with American Express Financial Advisors. After establishing a successful financial planning practice he teamed up with his now partner, John Knowlton, and soon thereafter formed Oak Point Wealth Management. Saving and investing has always been an important part of Dennis’ landscape. He began saving his snow shoveling and lawn mowing income as a teenager which eventually transitioned into buying US Government Bonds. By age 25, he and his wife had hired a financial advisor and began investing into Roth IRA’s, mutual funds and 401(k) s at work. As an advisor firmly committed to the retirement income needs and dreams of his clients, Dennis is a practicing Chartered Retirement Planning Counselor, CRPC® professional. This exemplifies his thorough understanding of the dynamics of retirement planning and the in-depth process. He has the ability to tackle complex retirement planning concepts with a personal touch and straight forward manner. As a former engineer and coach for youth football and baseball teams, he honed his mentoring skills and deploys a superb ability to listen deeply to his clients’ needs and aspirations and construct a customized approach and strategy to work towards their dreams. During his many years as a financial planner he has helped business owners, employees and retirees from some of West Michigan’s largest and most respected firms. Dennis specializes in complex financial situations and typically serves clients with investable assets of $250,000 or more.
Dennis is a lifelong resident of Southwest Michigan where he attended Portage Central High School and studied at Kalamazoo College. He and his wife Holly have been married for 20+ years and are raising two amazing young men. Their oldest, Devon, has intentions to study business and Darren is leaning toward the medical industry. Dennis is deeply committed to his family and community and is proud to call himself a Midwesterner. He and his family take full advantage of the traditional four seasons that Michigan has to offer by spending their Winter’s skiing; their Summer’s grilling, fishing and golfing; and their off seasons enjoying Michigan’s many craft breweries. Dennis is also a devote member of Crossfit AZO and never misses an opportunity, even when traveling to gain the benefits of a Crossfit Workout.
Associates Degree in Applied Science, Lake Michigan College, Benton Harbor, MI
Attended Kalamazoo College, Kalamazoo, MI
Chartered Retirement Planning Counselor® earned designation
Caitlin Borton joined the Oak Point Wealth Management team as a Branch Operations Manager in 2014 bringing with her 7 years of financial industry experience. Her ability to execute projects has given our Concierge Team the focus and capacity needed to elevate and unlock Oak Point's growth potential. A true team player, Caitlin also works with our Advisory Team to help align the needs of the entire Oak Point Wealth Management practice as a unit.
Caitlin is a "Southwest Michigan Gal", born and raised in Mattawan, MI --graduating from Mattawan High School and then Western Michigan University (2008). She and her husband Josh currently reside in Portage where they are raising their two kids.
Caitlin and her family enjoy watching hockey, cheering regularly for the K-Wings as well as the Red Wings. Within the spirit of "Michigan", Caitlin and her family spend their summers camping, fishing, and hiking. These adventures are then filed, cropped, and designed into the Borton family scrap book.
Bachelor of Science, Western Michigan University, Kalamazoo, MI
Associates, Kalamazoo Valley Community College, Kalamazoo, MI
Jordan Goodwin is no stranger to the financial industry or to West Michigan. She is a Western Michigan University, Bronco Alumni #Rowtheboat earning a Bachelor’s Degree in Business and Administration with a Major in Finance. Jordan began her journey with Oak Point in March of 2015 and in just a short amount of time she has advanced from Administrative Assistant to OP-360 Platform Manager. As Executive Relationship Platform Manager one of her main focuses is to manage investment strategies and to work closely alongside our financial advisors. She is an expert with our investment platform and routine operations that assist Oak Point to run efficiently.
When not working, you will typically find her outdoors seeking the next thrill, embarking a new challenge or exploring new cultural experiences by traveling abroad. Jordan currently resides in Marshall where she enjoys spending time with her family, friends and 7 year old pup Luna. Giving back to her community is a top priority for Jordan, as she has volunteered many times for Relay for Life and The Dream Center.
As Jordan helps other to fulfill their dreams, she is living hers out as she has an impact in the financial industry and building many lasting relationships along the way. She has a wealth of knowledge and experience combined with her efficiency, friendliness and “can do” attitude this is just a glimpse of what Jordan brings to the OP360 experience.
Stephanie joins the Oak Point team with 13 years of Administrative experience of which three have been in the Finance industry. She graduated from Kalamazoo Valley College with an Associate’s Degree in Administration. Stephanie’s hands on experience and attention to detail will work well to serve the clients here at Oak Point.
Stephanie and her husband Shaun currently reside in Portage and place high importance on raising their two children. She enjoys spending countless hours of precious moments with her daughter as she watches her twirl and whirl in dance class. Stephanie enjoys traveling and has experienced many places both foreign and domestic. Next on her list, she aspires to travel to Hawaii, Paris and especially Greece to learn more about her own heritage. Staying connected and having meaningful relationships with family is near and dear which is why Stephanie does not mind traveling the miles between Detroit and Chicago to spend time with them.
Stephanie has a team player attitude and is excited about her role as Paraplanner.
Sherry has been an integral part of the Oak Point Wealth Management family since 2009, but she is not new to the financial industry. Sherry’s background includes 17 years in the Defined Contribution recordkeeping department as well as a Benefit Analyst for Hewitt Associates. Sherry has earned the Administrative Specialist Certificate after completing numerous hours of intensive training. This certificate gives Sherry the training and knowledge to provide solutions regarding complex administrative issues.
Originally from Grand Blanc Michigan, Sherry is an Air Force Veteran and attended Mott Community College as well as Kalamazoo Valley Community College. She and her husband Jay, call Portage Michigan home where they raised 2 daughters and have 5 grandchildren who range in age from 4 to 14 years old. Sherry attends Portage Free Methodist Church and is a member the Kalamazoo Breakfast Optimist Club. In her spare time you will find Sherry and her grandchildren at Fredrick Meijer Garden, strolling along the Michigan lakeshore or walking through one of Michigan’s beautiful State or community parks. Sherry is also an avid reader, genealogist and seamstress. We are proud to call her a member of the Oak Point Wealth Management family.
Oak Point Wealth Management, A Registered Investment Advisor