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255 Primera Blvd, Ste 160
Lake Mary, FL 32746

(866) 746-3743

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Team

 
Bill Oakley, a Board Certified Estate Planner and Investment Advisor, is the president of Oakley Retirement Services, Inc. Bill has shown hundreds of families how to protect themselves during volatile economic times, how to avoid...

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Elizabeth handles administrative responsibilities from answering the phone when you call, greeting you when you arrive to the office, and coordinating our schedule. She and Michelle are two of the most valuable members of our team.

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Michelle handles administrative responsibilities from answering the phone when you call, greeting you when you arrive to the office, and coordinating our schedule. She and Elizabeth are two of the most valuable members of our team.

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Patrick S. Jolliffe, ChFC, AIF®

President & CEO Jolliffe Capital

877-524-3030

303-320-1480

Patrick S. Jolliffe was born in Scottsbluff, NE. He earned a BSBA in Management from the University of Denver. In 1994, Pat founded Jolliffe Financial Services where he began working as a Registered Representative and Financial...

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