Mallory Mifsud

Finding a natural fit in Oakwell Private Wealth Management's relationship-focused approach and collaborative culture, Mallory joined the firm in 2026. She enjoys guiding new clients through a seamless onboarding experience and helping them feel supported from the very beginning.

 

Before joining Oakwell, Mallory spent more than four years supporting clients and advisors at wealth management firms. During that time, she developed a thoughtful approach, strong attention to detail, and a commitment to exceptional client service.

 

Prior to her career in financial services, Mallory was a middle school teacher. She earned her bachelor's degree in Secondary Education from Western Michigan University and continues to draw on the communication skills and adaptability she developed as an educator. Those experiences shaped her approach to building relationships and her passion for helping others.

 

Mallory lives in Farmington, Michigan, with her husband, C.J., and their dog, Elly. Outside of work, she enjoys staying active, cooking, and spending quality time with family and friends.