About Us

Mission

Our mission is to elevate people to their highest calling and to guide them to order, align, and maximize their resources so that they can live life to their fullest potential.

Vision

Lone Oak Financial exists to create a world where all people thrive and are prosperous, and where we are committed to engaging and transforming families, communities, and culture. Where money is treated as a servant and not a master.

Why Choose a CKA?

Faithful stewardship begins with guidance grounded in your values. A Certified Kingdom Advisor combines sound financial planning with biblical wisdom to create strategies aligned with your goals, convictions, and long-term well-being. With specialized training in biblically responsible investing, a CKA helps you navigate financial decisions with integrity, clarity, and confidence.

About the Team

Pennsylvania Office

Benjamin Wilhelm

Benjamin Wilhelm CRPC^®, AAMS^®, CKA^®

CEO/Financial Advisor

info@loneoakfinancial.com

Brooke Landis

Brooke Landis

Office Manager/Medicare Specialist

brookelandis@loneoakfinancial.com

Aiden Gaugler

Aiden Gaugler

Financial Advisor/Marketing Director

aidengaugler@loneoakfinancial.com

Investments

Cole Pearson

Cole Pearson

President, CFA Level III Candidate

cpearson@oneascent.com

Nathan Willis

Nathan Willis

Director of Strategy, Senior Portfolio Manager CFA, CAIA

nwillis@oneascent.com

Peter Klingelhofer

Peter Klingelhofer CFA®, CKA®

Director of Research, Senior Portfolio Manager

pklingelhofer@oneascent.com

John Siverling

John Siverling

Director of Private Markets & Impact Advocacy

jsiverling@oneascent.com

Tom Mueth

Tom Meuth CIMA®, CIMC®

Director of Advisor Engagement

tmueth@oneascent.com

Rob Riley

Rob Riley

Investment Analyst

rriley@oneascent.com

Operations

Rob Grubb

Rob Grubb

Founding Member, COO

rgrubb@oneascent.com

Charlie Watkins

Charlie Watkins

Chief Financial Officer

cwatkins@oneascent.com

Matthew Moses

Matthew Moses CAP®

VP, Operational Consulting

mmoses@oneascent.com

Wade Johnson

Wade Johnson

Director, Transitions and Operations

wjohnson@oneascent.com

Jennifer Rogers

Jennifer Rogers

Director of Advisor Operations

jlrogers@oneascent.com

Samantha Vance

Samantha Vance

Director of Marketing

svance@oneascent.com

Let's talk about
your goals.

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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