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Who We Are

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About Oakleaf

We are your Financial and Mortgage Consulting Experts.

Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients' toughest problems. Oakleaf strives to enhance the financial services and regulatory industries with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.

The Work We Do

See how we solve tough financial and mortgage-related problems.

How We Engage

See how we engage with clients and what you can expect from our team.

Insights & News

Best practices, impactful perspectives, and news about our team and Oakleaf.

Meet Our Leadership Team

Our forward-looking leadership team is made up of dedicated and experienced executives focused on building a people-first culture that drives results and operational excellence. They are not only responsible for day-to-day operations, but are also innovators in the financial and mortgage industries.

Careers at Oakleaf

At Oakleaf, we are passionate about building a welcoming culture that celebrates diversity and integrity. We are committed to professional development and fostering an empowering environment. Our collaborative workplace enables you to explore your full potential and build a lasting career in an inspiring environment.

Our Top Values


Integrity and trust are our cultural north stars. We set out at the inception of engagements to tell our stakeholders what they can expect, to live up to those expectations, and to treat others well.


Oakleaf was founded on our commitment to excellence in the delivery of cutting-edge quality advisory services and technology-aware implementation assistance to drive client success.


At Oakleaf, we are committed to transparency in all our employee and client relationships. We believe that transparency breeds trust, and trust is the core to our brand and client relations.

The Work We Do Matters

Our team members work with a wide range of banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial clients.

Client Impact

See how we support our clients and their teams in tackling their most complex matters.