About

Roots Going Back Over 35 Years

OakTree Concepts is an employee benefits consulting firm built on the core principle of creative benefit solutions. Our focus is directed on reducing company health insurance costs while maintaining or enhancing benefit plans. Serving as your friendly consultants for over 35 years, we have the experience to navigate the unique risks you face.

What Makes Us Different

Company Values

Expert Service

We provide you with the expertise and support that gives you the confidence to make informed decisions. Let us simplify the insurance process so you can focus on what really matters in your business and life.

Client Satisfaction

Our main focus is and always has been servicing the insurance needs of our clients. We’ll help you find what you are looking for by taking a consultative approach to developing personalized insurance programs.

Integrity

We aim to establish long-term relationships with our clients by ensuring fair, honest pricing and a wide variety of choices. OakTree directs our clients to solutions that achieve the best possible outcomes for their needs.

Team Leadership

Dan Geyer

Owner, Founder

Denise Keller

Account Manager

Our company is comprised of friendly, knowledgeable people who are ready to guide you through your decision-making process. Reach out to Dan or Denise and they will connect to their team of experts based on your specific needs.