At True Oak Financial we are dedicated to providing you with the highest quality services that fit your budget and your needs, creating a peace of mind that you and your family will be taken care of.
Financial well being grows slowly over time. Decisions taken today will impact you and your loved ones for years to come. True Oak Financial works with Life Mastery Programs to help everyone plant the seeds of success regardless of where they are in life.
Our team of experts provide free seminars to help prepare you for life’s surprises and the inevitable. Personal, one-on-one consultations and mentoring are also available. We work with dozens of companies and have sorted through hundreds of products to deliver our members with the best solutions for their unique needs.
President / Co-Founder
Eric has found a great deal of success in his career, first in the military, then later as a champion kickboxer, successful martial arts instructor and gym owner. Eric then went on to spend 22 years in the wireless industry as a very successful Sales Leader and Executive, while owning & operating over a dozen small businesses during the last 30 years. Additionally, Eric is a published author and certified instructor for multiple coaching and training programs.
Eric is passionate about the training and development of the people he works with. He prides himself on being able to recognize talented people, assist to develop their specific talents, and ultimately create environments where they can succeed and thrive as Leaders.
COO / Co-Founder
Lloyd has 25 years of entrepreneurial experience having launched over half a dozen companies on three continents. He has extensive international experience having operated businesses in France, China and the United States. From Consulting to Telecommunication to Language Learning, Lloyd has often been on the cutting edge of new technology and application to the different fields he has operated in creating significant competitive advantages.
Lloyd has had over 15 years of Executive Level leadership throughout multiple industries including a specific emphasis on live distance learning, learning management systems, collaboration software and retail sales management solutions.
VP of Operations
Karin comes to our organization with a Bachelor’s Degree in Hotel Restaurant Management and a Master’s Degree in Special Education. Prior to joining our team, Karin was an accomplished Early Childhood Special Education Teacher for 6 years. Prior to becoming a teacher, Karin spent 13 years as a co-owner of a computer consulting business based out of Las Vegas, Nevada. She was instrumental in creating all the operational and procedural standards.
Karin prides herself on putting the customers’ needs first in her relationships with her clients, as well as, her attention to detail and exceptional organizational skills.