Kali Crane
Head of Operations
Kali Crane serves as Head of Operations at Oakstead Wealth Management, where she plays a key role in ensuring a seamless and high-quality client experience. With more than 20 years of experience in the financial services industry, Kali brings a deep understanding of both advisory operations and client service excellence.
At Oakstead Wealth Management, Kali oversees day-to-day operations, client onboarding, and administrative functions, helping ensure that every client interaction reflects our practice's commitment to thoughtful, personalized service. Her attention to detail, organizational expertise, and dedication to excellence make her an integral part of the Oakstead team.
In her spare time, Kali enjoys spending time with her husband and children, and serving in her church and community.