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About Us


The Oculus Private Wealth team is a carefully selected group of professionals who are ready to assist in maximizing your wealth and achieving your goals. Each member has been carefully selected to offer a range of experience, education, and strategies in the areas of wealth management, tax law, estate planning and insurance.

Click on each name below to learn more about how the Oculus team can assist you.

Mutual Funds provided through FundEX Investments Inc.


Cub Dreher

Cub Dreher

Senior Associate

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Grant Stefanowski

Grant Stefanowski

CFP / Partner

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Client Services


Jamie McPhee

Jamie McPhee

Administrative Assistant

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