Meet our Team
Your Goals. A Personal Approach.
At OakRidge Wealth Management, we believe a financial conversation should start with you. Your priorities, your family, and the future you want to build. Get to know the people who can help you move forward.
Aaron Hale
Terry Grissom
Terry Grissom
Meet Aaron, Co-Owner & Financial Advisor
Aaron brings a disciplined, personal approach to helping clients with financial planning, investment management, and wealth management. As an owner and financial advisor at OakRidge Wealth Management, he focuses on understanding each client’s goals and values, providing clear guidance, and building lasting relationships through proactive service.
His professional background includes serving as Managing Partner for a financial firm, where he gained experience in leadership, advisor development, and financial strategy. That experience shapes his thoughtful approach to helping clients navigate financial decisions at every stage of life.
Aaron holds an Investment Company & Variable Products Principal license, Investment Advisor Representative and Registered Representative registrations, along with life and health insurance licenses.
A lifelong Southern Illinois resident, Aaron takes pride in serving the community he calls home. He serves as chairman of the board of directors for Arrowleaf, Inc., and vice president of Johnson County 2000, reflecting his commitment to the region’s well-being and growth.
Aaron and his wife, Lenny, live in Vienna with their three children, Karcen, Scarlett, and Deacon. Family and faith are central to his life, and he is actively involved in his church and community. Outside the office, he enjoys spending time outdoors, grilling, and making memories with his family.
Meet Terry, Co-Owner & Financial Advisor
For Terry, financial planning is about more than investments and numbers. It’s about helping people make confident decisions, prepare for the future, and enjoy the life they’ve worked hard to build.
Before becoming a financial advisor, he spent 30 years serving the State of Illinois, holding leadership positions within the Illinois Department of Corrections and experience with the State Universities Retirement System. His career in public service provided him with a firsthand understanding of the importance of financial security, retirement planning, and navigating life’s transitions.
Today, as a financial advisor and co-owner of OakRidge Wealth Management, Terry brings that experience and perspective to helping individuals and families pursue their financial goals. Whether someone is just beginning to invest, approaching retirement, or looking for guidance in managing the wealth they’ve accumulated, he believes financial strategies should be tailored to each person’s unique circumstances, priorities, and aspirations.
A Southern Illinois native, Terry values the relationships he builds throughout the communities he serves. He believes trust is earned through honesty, accessibility, and a genuine commitment to helping others. His goal is simple: to make financial planning easier to understand and help clients feel more confident about their financial future.
Outside the office, Terry enjoys spending time with his family, riding motorcycles, and enjoying the outdoors.
LPL and OakRidge Work for You
Our relationship with LPL gives us access to investment research, planning tools, and a broad range of investment options. That gives us the flexibility to compare approaches based on your goals, how soon you’ll need your money, and how much risk you’re comfortable taking.
When we recommend an approach, we’ll explain why we think it fits and talk through the trade-offs with you. As your life changes, we can revisit those choices together.