Broker Check

Our Team of Professionals

Matthew Rzepka, CPA, CFP®

Matthew Rzepka, CPA, CFP®

Matt is the owner and founder of Valley Oak, a professional services firm based in southwest Michigan. The firm is comprised of three primary businesses: CPA Services, Financial Services, and Financial Wealth Strategies. Matt is a proud member of, and Executive Coach for Circle of Wealth®. The Valley Oak business model brings the discussion of tax implications to the forefront of all financial decisions, which is where they belong. Valley Oak services clients all across the United States, currently serving clients in upwards of 30 different states. Teamwork and tax planning in down-to-earth and understandable formats are some of the keys to success at Valley Oak. Rzepka (pronounced (r)Zepka; the “R”is silent) attended Saginaw Valley State University where he played division II college football and received a bachelor’s degree in accounting. He is originally from Houghton Lake, Michigan, but now resides in Kalamazoo, Michigan with his wife Amber and their two children, Elizabeth and Paul.

Karen Wittum

Karen Wittum

Office Administrator - Charlotte

Shelby Haas

Accounting & Bookkeeping Specialist

Sarah Acri

Accounting & Bookkeeping Specialist