CONNECT

Address:

15710 West National Avenue Suite B
New Berlin, WI 53151

Phone:

262-642-1616 or 262-439-2960 ,Call us today for your complimentary financial consultation!

Our Team

 

OUR TEAM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Linda G. Koch

President

Linda@RedOakAdvisor.com

Linda formed Red Oak Advisors, Inc. (formally Koch Financial & Investment Service, Inc.) in 2004.  Red Oak Advisors is a Financial Services Firm that focuses on clients' unique financial needs and goals. 

Linda prides herself on establishing and growing strong, personal, relationships with clients. Linda believes that by having a close personal relationship with a client she is better able to understand each client's unique challenges and dreams and how they impact a financial plan. By combining her background in health care and her expertise in investments and insurance she is able to assist clients in clearly defining their needs and financial goals and then developing a long-term, integrated, financial and life plan and strategies that are designed to meet a client's well-defined goals.

Linda has worked in the financial industry for more than 20 years as a Registered Representative, Investment Advisor Representative and independent insurance agent.  Linda co-hosted a financial advice show on WISN radio for 6 years. 

Linda was born and raised in the Milwaukee area and now lives with her husband, Rob, in East Troy.  They have 2 children, Jennifer and Jeffrey, and 3 grandchildren, Henry, Lydia and Lucille. Linda enjoys spending time with her children and grandchildren any time she can.  She also enjoys gardening, boating, traveling and reading.  Linda relishes entertaining and hosts many of her extended family's gatherings.

 

Jennifer L. Szeklinski

Vice President
Jennifer@RedOakAdvisor.com

Jennifer was born and raised in the Metro-Milwaukee area.  She studied at The University of Wisconsin-Milwaukee.  She has worked in the financial services industry for more than 15 years.  Jennifer handles most of the day to day activity for our clients.  She also works hand-in-hand with many of our money managers,  searching new opportunities in our ever changing financial environment.  Jennifer is also part of an investment committee with other Financial Planners and Professionals in the area.  Her goal is to develop relationships with our current clients and their children.  She is interested in helping  clients pass their wealth to multiple generations in the future.  Jennifer is an instrumental part of Rob and Linda's succession plan for Red Oak Advisors.

Jennifer resides in the Town of Norway with her husband, Dave, and their two children, Henry (Hank) and Lucille (Lucy).

Jennifer enjoys gardening, flea markets, traveling and organizing fundraising events for charity.  She enjoys reading crime novels and scary movies.

 

Robert M. Koch

 

Vice President

 rob@redoakadvisor.com

rmk@rmklegal.com

 

Rob is a licensed Investment Advisor Representative, an Attorney and an independent life insurance agent. He joined the Red Oak team in December, 2015. Rob has proven to be a great advantage to our clients by combining his legal and financial expertise to analyze, create and assist clients in the execution of their comprehensive financial plan. He specializes in company's retirement plans, succession planning and intergenerational wealth transfer.

 

Rob practices law in the areas of estate planning, trust and estate administration, corporate and real estate law. He received his B.A. degree in economics, with honors, from the University of Arizona in 1976 and his law degree from the University of Wisconsin in 1979. He is a member of the State Bar of Wisconsin and a member of the Bar Association's Real Property, Probate and Trust Law section.

 

He is a member of the Board of Directors for POBLO International, Inc. and serves on the Development and Outreach Committee for the Wisconsin Masonic Home, Inc. He speaks before civic groups on estate, financial and business planning, trust and estate administration, legacy gifts, real estate, and related topics.

 

He and his wife, Linda, reside in East Troy. Rob enjoys spending time with his grandchildren, golfing, hunting and community service. Rob and Linda also enjoy traveling and are avid gardeners.

 


Robert and Jennifer

 

 

 

 

 

 

 

 

 

 

 

                                                        Robert and Jennifer

 

 

 

 

 

 

 

 

 

 

 

                                                       

                                                            Linda and Jennifer

 

 

 

 

 

 

 

 

 

 

 

 

                                                             

 

                                                      Caty, Lydia, and Jeffrey

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                     

 

                                                          Lydia and Henry

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                             

 

                   Dave, Lucille, Henry, and Jennifer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                   

                                   Robert and Linda

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck