We are thrilled to introduce you to the latest addition to the Oak & Stone Capital Advisors family, Rebecca McClellan, MBA! Rebecca will be working with our clients in the role of Client Relationship Manager.

With a passion for personalized service, Rebecca is committed to helping our valued clients pursue their goals, navigate challenges, and make the most of their financial opportunities. Her unwavering dedication makes her a perfect fit for our mission to provide top-notch financial guidance.

Rebecca lives with her family in Colorado but spent much of the last 25 years in Pennsylvania.  She is excited to serve our regional clients in a remote capacity.

Join us in giving Rebecca a warm welcome to the Oak & Stone Capital Advisors team!


About Rebecca McClellan, MBA

Rebecca McClellan, MBA, is a multi-talented professional whose greatest strength is taking complex situations and breaking them down into bite-sized steps to accomplish amazing goals.  She was an integral member of several successful start-up companies before turning her attention to financial services.  She is passionate about entrepreneurism, personal finance, and great customer service, all to help her clients reach their goals. 

Rebecca graduated from Penn State University B.S in Psychology and an MBA in Entrepreneurial Studies.  After spending much of her time on the east coast between Connecticut and Pennsylvania, she fell in love with Colorado, and now lives in Denver with her husband and 2 daughters, Brianna and Avery.  She enjoyed several decades playing ultimate frisbee, and now finds herself dabbling in anything that can keep her outdoors including hiking, fishing, running, swimming and paddle boarding.  She is an active member of her church community and volunteers regularly.