Oakley Thoeny portrait

Oakley Thoeny

Senior Manager

Raised in Broadus, Montana, Oakley is the oldest of three girls, and one of her sisters also works at Brady Martz. Today, Oakley lives in Dickinson, North Dakota, which she enjoys for its big-city conveniences but small-town feel. “The Dickinson community offers an array of activities to keep me entertained, and I usually run into someone I know every day,” she explains. In her free time, Oakley enjoys sewing, cross-stitching, gardening, and watching and playing sports.

Oakley has spent the entirety of her professional accounting career serving on the Brady Martz team. She served as an intern with the firm while still in college and then joined the team full time in 2013. Her diligence and hard work resulted in a speedy upward trajectory within the firm, and she now serves as a senior manager. Oakley works primarily in the Trust and Estate Department, assisting clients with the various aspects of estate planning, including understanding different types of trust entities, managing the compliance filings required upon the death of a loved one, and navigating estate taxes. Additionally, Oakley is a co-leader of the Brady Martz Affordable Care Act (ACA) Team. In this capacity, she is responsible for overseeing compliance reporting for the firm’s clients regarding ACA provisions.

A dependable professional, Oakley knows that actions speak louder than words, so she aims to provide top-notch service to clients by being reliable, approachable, and willing to help others learn. A lifelong satisfaction with completing math problems and balancing checkbooks made pursuing a career in accounting a natural fit for Oakley. She attributes her success in the field to the work ethic that her parents instilled in her and to the lessons taught to her by her teachers, coaches, and mentors.

Designations & Certifications

  • Certified Public Accountant (CPA) – North Dakota
  • Personal Financial Specialist (PFS)
  • Accredited Estate Planner (AEP)

Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • North Dakota CPA Society (NDCPAS)
  • National Association of Estate Planners
  • Western Dakota Estate Planning Council
  • Red River Valley Estate Planning Council
  • Dickinson State University Alumni Association

Education

  • Dickinson State University
    • Bachelor of Science in Accounting (2013)
    • Minor in Leadership Studies
    • Summa Cum Laude