Michael J. Nedreski

Michael J. Nedreski

President, Independent Wealth Coach

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Amy B. Nedreski

Amy B. Nedreski

Vice President, Director of Business Development

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Travis B. Bert

Travis B. Bert

Independent Wealth Coach, Paraplanner

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Tiffany  Grinder

Tiffany Grinder

Director of Client Services

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Strategic Partners

White Oak Wealth Partners leverages the expertise of a deep network
of financial planning professionals. 

Craig  Kessler
Craig Kessler

Chief Investment Officer, Gladstone Capital Management

Jamie Farmer, CLU, ChFC

Partner at Financial Strategies Group, LLP

Heath  Walters, CPA
Heath Walters, CPA

Co-Founder and President of The Walters Way, LLC

Matt  Leonard, CPA
Matt Leonard, CPA

Co-Founder of Leonard & Associates, CPA LLC

John  Hutchinson
John Hutchinson

CEO at Balanced Plan Financial

Justin Pfeiffer

President of Max Cap Financial, LLC

Jeff Farmer

Partner, Financial Strategies Group

James S. Farmer

CLU, ChFC Managing Partner, Financial Strategies Group, LLP

Note: The above persons/entities listed are not affiliated with White Oak Wealth Partners or LPL Financial.

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