Standing tall for you and
your retirement future

Get a closer look at the beliefs and people that guide our team and your steadfast retirement strategies.

Meet Our Founder

Ryan Donelson

Ryan’s journey into this field began when he witnessed the heart-wrenching financial hardship of both grandmothers after the unexpected loss of his grandfathers. 


Years later, while working at large banks, Ryan remembered his grandparents’ struggles and realized his calling was to help serve people rather than promote the bank’s interests. 


With a deep commitment to his clients, Ryan built Red Oak Financial on empathy, open communication, and an approach rooted in personalized service. He prioritizes proving dedication through consistent communication and a genuine understanding of his clients' needs in every relationship. 


Ryan shares his life with his wife Cora and their four children. Outside of work, Ryan enjoys quality family time, playing ultimate frisbee, and hosting BBQs.


Protecting your wealth under a canopy of care

We use the key components of a confident retirement to help you craft a strategy as strong as whatever life brings your way.

Retirement Income Strategies

Craft a fulfilling retirement with our personalized income strategies. We analyze your assets and expenses to help you enjoy your retirement free of financial worries.

Tax Minimization Strategies

Help maximize your wealth with our tax minimization strategies. We identify opportunities to reduce your tax liability so you can keep more of what you earn.

Insurance Strategies

Better protect what matters most with our tailored insurance strategies. We assess your needs to recommend the right coverage options for your financial security.

Life Insurance

Work to ensure your loved ones' financial confidence with the right life insurance strategy. We help you find coverage that offers peace of mind for the future.

Social Security Optimization

With our experienced guidance, you can maximize your Social Security benefits. We help you navigate claiming options to enhance your retirement income effectively.

Our difference is
our story.

After both of Red Oak Founder Ryan Donelson’s grandfathers passed away unexpectedly, he witnessed his grandmothers’ struggles as their once-confident retirement became unclear and uncertain. This resulted in more worry and more years of working. This experience inspired Ryan to help others avoid similar retirement instability. 


With a uniquely client-focused approach built around comprehensive strategies, minimizing taxes, and providing financial confidence and protection, Red Oak’s mission is clear: to uplift families and help them live with confidence, clarity, and financial strength for generations. 


When you sit down with Red Oak, there’s no arm-twisting or high-pressure sales tactics. Our goal is simple: to give back to the community by helping clients like you achieve the long-lasting financial confidence you deserve. 

No matter where life leads, you have a path and a partner

Contact us today to learn more about how we can help you build a strategy tailored to your unique vision for the future.

Contact Us