Kimberly J. Harris AIF, CWS
In January of 2015 Kimberly became a Partner at Great Oak Advisors, and is currently serving as a Financial Advisor and Branch Manager. Kimberly's work with teachers and state employees has given her a broad understanding of the PERS retirement system.
Kimberly began her career in the investment industry in 1997. She enjoys bringing value to relationships by being attentive to one's needs, and working to understand the challenges most of us are faced with when striving to meet our financial and retirement goals. Whether you are a new investor wondering if you're ready to take that first step, a pre-retiree toying with the idea of retiring soon, or a seasoned investor enjoying time out on the golf course or tennis court, Kimberly looks forward to providing you with excellent service, and building a deeper relationship with you.
Kimberly lives in Salem with her husband, Courtney, and their four children, Caitlyn, Katarina, KyLee and Claire. She enjoys both the camaraderie of the office environment and the time spent raising her beautiful daughters.
Professional, education and community involvement:
- Accredited Investment Fiduciary - AIF
- Certified Wealth Strategist - CWS
- General Securities Principal - Series 24
- Oregon Insurance Licenses – Life, Health and Variable
- Securities Registrations – Series 7
- Blue Sky and Investment Advisor Registrations – Series 66
- Member and Volunteer – St. Anne Orthodox Church
- Member – Salem Chamber of Commerce
- Participant - Leadership Salem 2022
- Chemeketa Community College – AA Degree
TEXT ME AT: 971-414-3350 or CALL ME AT: 503-364-0950
Scott A. McGillivray AIF, CFS
Scott joined Great Oak Financial Group in 2015, and in 2022 he became one of the owners. He brings a fresh perspective from his industrial background, along with success in personally managing his own finances and business endeavors. As an Accredited Investment Fiduciary® and Certified Fund Specialist®, Scott is committed to adding simplicity and understanding to the investment process.
Scott works diligently to keep up with the changes in tax law, retirement plans, annuities, long term care, and life insurance products. He strives to help his clients know and understand the language of finance, and to provide clarity to their Oregon PERS, 401(k) plans, SEP IRAs, Simple IRAs, Deferred Comp, TSAs, Roth IRAs, Traditional IRAs, and Rollover IRAs plans.
If you are ready to start having your finances work as hard as you do, then swing by the office or give Scott a call to set up an appointment.
Scott lives in Salem with his wife, Amanda, and his five young children. He enjoys being involved and serving with his community at Emanuel Bible Church. He is an avid cyclist, chess player, and enjoys backpacking, playing the guitar and most of all spending time with his wife and kids.
Scott's civic, community and professional involvement, and credentials include:
- Certified Fund Specialist - CFS
- Accredited Investment Fiduciary - AIF
- Investment Adviser Representative - Cetera Advisors LLC
- General Securities Representative - Series 7
- Uniform Combined State Law – Series 66
- Oregon Insurance Licenses – variable annuity lines, life, and health
- 15 years’ experience in steam power production and operations
- Actively participating at Emanuel Bible Church
- Former volunteer with Feed Salem food bank ministry
Sherman Ober
Sherman joined the Financial Services Industry in 1985. He has a Bachelor’s and Master’s degree in Education and Counseling from Iowa State University, which are an integral part of his career in educating his clients on financial strategies and helping them through the ups and downs of investing. The emphasis of his practice is reducing risk while still maintaining opportunities for significant growth.
He met his wife, Janet, in 1969, at Iowa State University. They have been married since 1972, and have raised three wonderful daughters. Now they have three awesome son-in-laws and eight adorable grandchildren. Sherman enjoys playing golf and doing a lot of traveling with his wife. Because two of their daughters live out of state, they are on the move a lot to visit them and watch their grandkids in all of their activities.
