Founded in 2006 by Matt & Amber Rzepka, Valley Oak is a specialized financial services firm that offers a variety of solutions to help small business owners maximize the full value of their business and to always plan for the future.
Julie holds a Bachelor of Business Administration from Western Michigan University. She oversees, directs, and organizes the work flow and operational aspects of the team. Julie implements appropriate system of policies, internal controls and procedures. She promotes continuous improvement and a commitment to quality. Please contact Julie for any inquiries in regard to human capital or operational policy. Julie is an avid marathon runner and a mother of three great boys.
Please feel free to contact Julie at email@example.com or (269) 492-7220, ext. 205
Matt is a licensed CPA with a Master's degree from Western Michigan University. Matt has been with the firm for several years and oversees our accounting team. Matt is the primary contact for all tax, payroll compliance and bookkeeping services. Matt and his wife Sarah are residents of Portage along with their baby, Zachary. Matt is a self-taught cook who is always looking to expand his horizons and find a delicious new recipe to try.
Please feel free to contact Matt at firstname.lastname@example.org or (269} 492-7220, ext. 231
Rose joined the firm in 2012. She is the perfect conduit between clients and our accountants. She scans financial papers and compiles client copies. Rose handles billing and client payments for the firm, as well as processing of live payrolls. She is the firm's go-to person to keep things running smoothly. Rose splits her summers between Kalamazoo and Ludington, where she loves spending time her grandson. Rose also volunteers at homeless shelters and at the YWCA in Kalamazoo.
Please feel free to contact Rose at email@example.com or (269) 492-7220, ext. 214
Matt holds a Bachelor of Science in Economics and Political Science from Western Michigan University. He handles client financial services. Matt is also a licensed life insurance agent. Please contact him with financial service and life insurance questions. Matt likes being outdoors, golfing, going to the beach, and spending time with his nieces, nephews, and his dog.
Alicia joined our team May 2016. She graduated from Ball State University in 2011 with a Bachelor of Science and recently became a licensed life insurance representative in the state of Michigan. Alicia acts as the liaison between the various moving parts of the firm from investments to tax planning, and ensures that follow-up from meetings is properly executed. She also assists Matt in business development opportunities and oversees new client paperwork processing, Tax Blueprint® questions, and client communications. Alicia loves to spend time with her husband, Chris, and their children, Nolan and Caroline.
Kay joined the firm in 2016. She has an extensive background as a legal assistant, office manager and bookkeeper. Kay is responsible for processing live payrolls and performing bookkeeping duties internally for Valley Oak, as well as for our clients. She also assists with the day-to-day administrative operations of Valley Oak. In her spare time Kay enjoys being outdoors, traveling and cooking.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Get to know us
If you are interested in hiring Valley Oak to file your tax returns, please give us a phone call. We prefer to have a brief phone call to assess if we are a good fit for your needs. PLEASE DO NOT SEND FIRST-TIME INQUIRIES VIA E-MAIL.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors INC, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA & SIPC, to residents of: (AL, CA, CO, CT, FL, GA, IL, IN, KS, ME, MA, MI, MS, NC, OH, OK, PA, SD, WI). Cambridge and Valley Oak Strategies, LLC are not affiliated.