Our Trusted Partners
Aligned Partners. Shared Values. Lasting Impact.
Oak and Vine Capital partners with operators and fund managers who align with our values of stewardship, integrity, and long term thinking.
Each relationship is built through trust, shared convictions, and a proven ability to execute well over time. These are partners we invest alongside, walk with closely, and confidently introduce to our investor community.
We’re proud to partner with a Minnesota native, devoted husband, and dad of two who brings nearly a decade of experience as a CPA to his work with clients. Over the years, his career has naturally evolved into a deep passion for helping individuals and families navigate the often complex world of tax strategy with clarity and confidence.
What we appreciate most is his approachable, down to earth style. He genuinely enjoys working one on one with clients, building real relationships, and helping people feel informed and empowered when making financial decisions.
You can learn more about his work and approach at
https://carrieretaxconsulting.com/
Ryan Carriere
We’re glad to partner with Joel and the team at Heritage IRA. Joel helps drive growth at Heritage by building trusted partnerships, improving systems, and leading educational efforts that help investors and professionals understand self directed retirement strategies.
With more than 15 years of experience in financial services and business development, Joel is known as a steady, dependable operator who executes well, adapts quickly, and helps organizations grow with intention.
Outside of work, Joel values fitness, family time, meaningful conversations, and time outdoors. He brings a disciplined, workhorse mindset to everything he does, always focused on progress and long term impact.
Learn more at
https://www.heritageira.com/
Heritage IRA with Joel Landon
Great investors don’t just react to markets.
They plan for outcomes by positioning today for what’s next.