

Valley Oak Financial, PLC Information
Contact top employees from
Valley Oak Financial, PLC
Summary
Valley Oak Financial, PLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Kalamazoo, Michigan, USA. The number of employees ranges from 25 to 100. The annual revenue of Valley Oak Financial, PLC varies between 5.0M and 25M. To connect with Valley Oak Financial, PLC employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Business Tax Planning, Business & Individual Tax Preparation, Bookkeeping Services, Payroll Services, Family Office Services, Financial Planning Services, Investment Services, Life Insurance Services, Estate Planning Services, Business Advisory & Consulting Services
DMA Code
Grand Rapids Metropolitan Area
Founded
2006
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
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Organization Website
Social Links
Phone Number
2694927220
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Valley Oak Financial, PLC shows a diverse range of experience levels:
6% have been with the company for less than 1 year13% for 1–2 years19% for 3–4 years13% for 5–7 years19% for 8–10 years31% have over 11 years of service at Valley Oak Financial, PLCContact top employees from
Valley Oak Financial, PLC
Dalton Hunter
Tax Senior
Alicia Kovach
Chief Operating Officer
Matthew ONeill
Executive Assistant
Ashley Tessitore
Director of Accounting
Sarah Acri
Accounting Associate
Matt Brown
VP of Strategic Growth
Zachary Nastasi
Tax Senior
Jen Granberg
Tax Associate
Andrew Tomaszewski
Tax Associate
Christopher Welborn
Marketing Executive
Mariah Jones
Finance Specialist
Emily Johnson
Tax Manager
Mariah Jones
Director of Sales Marketing
Candice Fritz
Administrative Director
Matt Miller
Managing CPA
Matt Miller
Managing CPA
Rose Riemens-Birdsall
Senior Administrator
Amber Rzepka
Director
Kay Davidson
Payroll and Accounting Specialist