Our Wealth Management Team

The OakStreet Capital Management team brings together experienced professionals supporting complex financial lives, combining advisory expertise, operational support, and a shared commitment to thoughtful client service.

We work collaboratively to help individuals, families, and business owners navigate important financial decisions with clarity, continuity, and personal attention.

Meet Your OakStreet Capital Wealth Management Team

At OakStreet, wealth management is supported by more than one perspective. Our team brings together a range of experience across advisory, client service, operations, and strategic support—working in coordination to serve clients with care and consistency.

We believe strong relationships are built through trust, communication, and the ability to respond thoughtfully as clients’ needs evolve over time.

A Coordinated Team Approach

Complex financial lives often require more than isolated advice. They benefit from a coordinated team grounded in communication, alignment, and a long-term perspective.

At OakStreet Capital Management, our professionals work together to support each client relationship with disciplined guidance, responsive service, and a shared commitment to thoughtful decision-making.

Experienced Professionals. Trusted Relationships.

Our Professionals

Jeffrey N. Vanover, CFP®

Founder & Managing Director | OakStreet Capital Management

713.581.0003

832.318.0080

jeffrey.vanover@oakstreetcapital.com

Jeffrey N. Vanover is the Founder and Managing Director of OakStreet Capital Management, an independent wealth management and advisory firm based in Houston, serving high-net-worth individuals, families, and closely held entities with...

Ashton Mott

Senior Executive Assistant

713.581.0005

936.247.3009

ashton.mott@oakstreetcapital.com

As the first point of contact for our Houston office, Ashton ensures that your journey with OakStreet Capital begins with a warm and welcoming experience. She manages our office communications and scheduling, making it easy to connect...

Aaron Sandoval

Digital Operations Coordinator

713.581.0003

832.315.3002

aaron.sandoval@oakstreetcapital.com

Aaron Sandoval is the Digital Operations Coordinator at Oakstreet Capital Management, LLC, where he is responsible for enhancing the firm’s digital presence and ensuring that its website and communications reflect a modern,...

Elizabeth Vanover

Staff Services Coordinator

elizabeth.vanover@oakstreetcapital.com

Elizabeth Vanover brings a rare blend of entrepreneurial experience, analytical discipline, and refined interpersonal presence to her role as Staff Services Coordinator at Oak Street Capital Management. In this position, she reports...

Gerardo Cicero

Client Services Manager

713.581.0003

832.308.8821

gerardo.cicero@oakstreetcapital.com

Gerardo Cicero is Director of Financial Advisory Services, where he works closely with clients to help them understand how their portfolios are performing relative to their long-term financial goals and to evaluate thoughtful...

Jourdan Stansberry

Director of Client Services

713.581.0003

832.410.8005

Jourdan.Stansberry@OakStreetCapital.com

Jourdan Stansberry is the Director of Client Services at OakStreet Capital Management, where she supports client relationships through attentive coordination, clear communication, and a consistent focus on service quality. She works...

Kait Keath

Director of Marketing

kait.keath@oakstreetcapital.com

Kait Keath is the Director of Marketing at Oak Street Capital, where she plays a key role in building meaningful relationships and amplifying the firm’s brand in support of its continued growth. With a strong focus on communication and...

Work with a Team You Can Rely On

If you are looking to work with an experienced team that values thoughtful guidance, clear communication, and long-term relationships, we welcome the opportunity to connect.

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