Our Team

Meet the people behind the plans.

At Joyce Oaks Wealth Management Group, our team is made up of caring professionals who bring experience, empathy, and enthusiasm to every client relationship. We are skilled professionals who listen deeply, laugh easily, and work diligently to help you move confidently toward your goals.

Real people. Real passion. Real results.

Joyce Oaks, CFP®, AAMS, ADPA, CLTC®

Owner & Wealth Advisor

Joyce Oaks is the owner and founder of Joyce Oaks Wealth Management Group. Joyce grew up in Cedar Rapids, graduating from Kennedy High School. After earning her BA from Drake University, she entered the financial industry in 2004. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and has also obtained her AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), and CLTC® (Certified Long-Term Care) designations.