Our Team

Joshua Dobi, CFP®, has been assisting clients with their financial needs for over two decades.  He is registered to work with a broad spectrum of financial instruments including:

• Stocks & Bonds
• Mutual Funds
• Annuities & Life Insurance
• Limited Partnerships & Real Estate Investment Trusts (REITs)
• Investment Advisory Services

Joshua has a Bachelor of Arts degree in International Business from Grove City College. In addition to his securities & insurance registrations and license, Joshua is a CERTIFIED FINANCIAL PLANNER(TM) professional. The CFP® curriculum, examinations, and trademarks are administered by the Certified Financial Planner Board of Standards, Inc. (www.cfp.net)

In addition to his professional commitments, Joshua sits on the boards of directors for several non-profit organizations.

Corey Hedges is a financial advisor with over half a decade of financial services experience. As a Connecticut native Corey attended Wheaton College in Massachusetts - where he swam competitively while earning degrees in Economics as well as Business Management . Corey is currently pursuing his Certified Financial Planner designation at Boston University. Before starting his time at Oakwood, Corey worked at both UBS Financial Services and AXA Equitable which has provided him with a comprehensive background to the wholistic planning services he offers to his clients here at Oakwood Financial Group, INC.

Corey assists his clients with:

• Financial Planning
• Investment Management
• College Planning
• Insurance Planning (Annuities, Life & Long-Term Care) 

Erica serves as an executive assistant on the OFG Team managing client relationships and internal operations. Prior to her current position, she served for twelve years as a client management executive for a regional retail marketing firm. She is married to Joel and they have a daughter, Addison.  In her spare time, Erica enjoys running, hiking and volunteering for local charities.