Team

Brent Adams

Associate Financial Advisor

262-303-4806

brent@othadvisors.com

Brent joins One Tree Hill as an Associate Financial Advisor, supporting Kurt and his team. With 11 years of experience in financial services, Brent’s most recent role was at a local financial planning firm, where he worked closely with...

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Caleb Mercado

Marketing Consultant

Caleb Mercado joins us as our marketing consultant a part of the Marketing Solutions team at LPL. He graduated from GCU in 2019 with a bachelor's in marketing and has many years of experience helping people grow their online audience...
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Kurt Triebold, MBA, CMFC

President / Financial Advisor

(262) 303-4806

Kurt@othadvisors.com

"Client goals, concerns, and risk tolerance must be considered first before any investment recommendation is made.  Financial products are simply tools we use to help clients fulfill any financial game plan."

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Michele Barnes

Operations Manager

262-303-4806

michele@othadvisors.com

Michele has joined One Tree Hill as the Operations Manager, where she supports Kurt, his team, and their clients. Having worked alongside Kurt early in his career as a Financial Advisor, Michele and Kurt have shared a professional...
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