Marissa Means

Senior Client Service Associate

Ever since getting her first checking account in high school, Marissa has been diligent down to the cent about balancing her budget. Healthy financial habits have grown even more important to her as she invests in her family’s future. She loves bringing her personal drive into her work, supporting the Oakwell Private Wealth Management advisors as they guide our clients in planning for their financial futures.

Before joining Oakwell, Marissa worked in the social services and non-profit sectors, followed by several years at home working to raise her family. She enjoyed many years putting her Bachelors and Masters Degrees in Social Work to good use, primarily working in the Developmental Disability community.

Having brought her skills back into an office environment, Marissa helps coordinate the operational side of ensuring our clients get the best and most efficient services possible. This work includes communicating with our custodial partners to ensure a smooth process regarding opening and closing accounts, transferring assets, and overall daily maintenance of account activity. She also assists with scheduling appointments, responding to client inquiries, and supporting our financial advisors in all service areas to meet our clients’ needs with excellence.

When Marissa is not working, she’s usually spending time with her two young boys. They enjoy bike rides, game nights, visiting their relatives outside of Texas, and other activities both in and out of their home. On any given evening, you can find Marissa sipping a glass of vino and relaxing with a good book or the latest binge-worthy show.