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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.

Business Tax Planning & Preparation

Income Tax Planning & Preparation

Bookkeeping Services

Payroll Services

Life Insurance Planning

Estate Planning

Financial Forecasting

Asset Accumulation Planning

Asset Distribution Planning

Business Succession And Exit Strategy Planning

Legacy Planning

Education & Training

OUR TEAM

Learn more about our amazing team of professionals.

Matt Rzepka, CPA, CFP®

Matt Rzepka, CPA, CFP®

Chief Wealth Strategist

Matt Miller, CPA

Matt Miller, CPA

Tax Director & Managing CPA

Rose Riemens-Birdsall

Rose Riemens-Birdsall

Senior Administrator - Kalamazoo

Matt O'Neill

Matt O'Neill

Family Office Manager

Alicia  Kovach

Alicia Kovach

Chief Operations Officer

Ashley  Lucik, CPA, MSA

Ashley Lucik, CPA, MSA

Accounting Director

Candice Fritz

Candice Fritz

Administrative Director

Stephanie  Elliott

Stephanie Elliott

Accounting Senior

Angie Feldt

Angie Feldt

Payroll Specialist

Lauri Brown

Lauri Brown

Office Administrator - Hastings

Karen Wittum

Karen Wittum

Office Administrator - Charlotte

Shelby Haas

Shelby Haas

Accounting Associate

Sarah Acri

Sarah Acri

Accounting Associate

Jen Granberg

Jen Granberg

Tax Associate

Rizza Manalang

Rizza Manalang

Accounting Senior

Mary Veltkamp

Financial Planning Data Analyst

Matt Brown

Matt Brown

VP of Strategic Growth

Jinky Vergara

Accounting Associate