Our Team

All Trailhead Associates

Mike Oakes CFP®

Senior Vice President
Senior Financial Advisor

Focus

Mike helps his clients define the values and priorities that drive their financial decisions. He believes this is an important step to create a vision for their plan and understand “the why” behind financial goals. Mike works with his clients to discuss their financial situation, any changes on the horizon, and potential opportunities and risks that may be present. As a Senior PIM® Portfolio Manager professional, Mike personally manages his clients’ investments based on their preferences and outlook for financial markets. Mike collaborates with other professionals his clients work with, such as CPAs and estate planning attorneys, to help ensure all aspects of wealth management are considered.

Background and experience

Mike is originally from New Jersey and has lived in Colorado since 1995. He received a Bachelor of Science in Finance from the University of Colorado Denver and a Master of Science in Personal Financial Planning from the College for Financial Planning. Mike obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013. He began his financial career with Wells Fargo Advisors in 2005 and has spent most of this time in the Boulder community. Mike became an independent advisor and affiliated with Trailhead Wealth Management, LLC in 2022.

Away from the office

Mike is married to Erika, a hospice/palliative care nurse. They have two young children, Sofia and David. As a family, they enjoy skiing, snowboarding, and tennis. Mike coaches David’s Little League baseball team and Sofia especially enjoys singing in choir and riding horses.

Trailhead Wealth Management, LLC
801 Main Street, Suite 300
Louisville, CO 80027
P : (720) 625-3300
F : (720) 625-3349

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