Our Story
OakQuarry Behavioral Finance was founded to close the gap between financial plans and human realities. Inspired by the steadiness of oak and the clarity of a quarry’s cut, we design practical courses that help professionals and individuals navigate the psychology of money—without promising outcomes we cannot control.
Mission
Equip learners to hold better money conversations through evidence-based methods, ethical practice, and reflective skills.
Approach
We translate peer-reviewed research into tools you can use: structured prompts, bias checks, and consent-forward nudges.
Promise
No hype, no guarantees—just practical learning and transparent expectations.
Team
Avery Cole, CFP®, MS
Director of Learning Design. Former advisor turned educator focusing on behavior-informed planning scripts and documentation.
Jordan Reyes, PhD
Research Lead in behavioral decision science. Ensures content fidelity to current literature and ethical practice.
Morgan Lee, LCSW
Clinical Advisor bridging financial and mental wellness, emphasizing boundaries and consent in conversations about money.
Ethics pledge
We avoid deterministic claims, disclose conflicts, and respect client autonomy. We design for accessibility and document learning objectives clearly.
Read our TermsTraining outcomes
- Improved structure in discovery meetings
- Increased awareness of bias triggers and mitigations
- Clearer boundary-setting in emotionally charged contexts