Broker Check

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Welcome to Valley Oak

Our goal is to grow & protect our clients' wealth.

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Seeking Success By Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn More About How We Can Help You Grow

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We Strive To Put You On The Road Toward Success

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WHY CHOOSE VALLEY OAK?

We believe in building lifelong client relationships and creating raving fans. Our clients pay lower taxes with our proven, custom strategies for all stages of business and life.

 

About VO

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.

Our Team

We believe our team is our strongest asset in delivering the best service to our clients. Click here to meet the friendly faces of Valley Oak.

Our Philosophy 

We believe that the power of a dollar is best utilized in the hands of the business owner and we work with our clients to help them determine how best the tax code can serve them and their businesses.

Have a question? Let us know.

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OUR SERVICES

We offer a broad range of services to help your family and your business plan for the future in an effort to make sure you are maximizing your full financial potential.

Income Tax Planning and Preparation

Life Insurance Planning

Asset Accumulation Planning

Estate Planning

Asset Distribution Planning

Business Succession And Exit Strategy Planning

Legacy Planning

Estate Planning

OUR TEAM

Learn more about our amazing team of professionals.

Matt Rzepka, CPA, CFP®

Matt Rzepka, CPA, CFP®

Owner - Chief Wealth Strategist

Matt Miller, CPA

Matt Miller, CPA

Managing CPA

Rose Riemens-Birdsall

Rose Riemens-Birdsall

Office Administrator

Matt O'Neill

Matt O'Neill

Financial Paraplanner

Alicia Kovach

Alicia Kovach

Director of Operations

Ashley Lucik, MSA

Ashley Lucik, MSA

Lead Accountant

William Watts

William Watts

Staff Accountant

Candice Fritz

Candice Fritz

Executive Assistant

Katelyn Prichard

Katelyn Prichard

Staff Accountant

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.