Introduction to the 1.oak Collective

Hey everyone! I’m Josef Mehall.

I’m a 27 year old Wealth Advisor with 1.oak Financial, where I primarily work with federal employees and soon to be retirees on retirement income, tax planning, investment management, and building comprehensive financial plans designed for life after work.

I’ve been working alongside Mike for a little over three years now, and I’m incredibly grateful for his mentorship and the opportunity to grow both personally and professionally. Looking back, it’s amazing to see how much my approach has evolved: from learning basic Federal Benefits in late 2023 to truly understanding the value of solving problems through education and coordinated planning.

One of the most meaningful experiences early in my career was helping my own parents. Like many families, they had investments and a mostly absent advisor, but no real retirement strategy. Since then, we’ve updated their estate plan, implemented tax-reduction strategies, optimized their retirement accounts, built a more intentional retirement income plan, and brought everything together with a team of professionals. Seeing that transformation firsthand reinforced why I love this profession and why planning matters more than status quo.

Outside of work, I’m a former collegiate hockey player, have lived in five different states, and I’m a huge car enthusiast. Born and raised in Michigan and now reside in Nashville, TN. If I’m not talking retirement planning, you’ll probably find me at the gym, kayaking, paddleboarding, staying active, or diving into something new about finance. I genuinely love learning, whether it’s finding better ways to serve clients, studying financial planning and investing, or picking up new skills that help me grow personally and professionally.

I’m excited to continue learning from everyone here. There are decades of experience in this group, and I know I’ll pick up ideas that make me a better advisor. I'll continue to contribute by sharing what’s working for me, lessons I’ve learned along the way, and anything that helps move our profession forward.

Looking forward to connecting with everyone!

🌐 Website: https://1oakfinancial.com/about-josef-mehall-one-of-a-kind-financial-planning/

💼 LinkedIn: https://www.linkedin.com/in/josefmehall/

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Introduction to the 1.oak Collective