Strategic Partners

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

Craig Kessler

Chief Investment Officer, Gladstone Capital Management

Jamie Farmer, CLU, ChFC

Partner at Financial Strategies Group, LLP

Heath Walters, CPA

Co-Founder and President of The Walters Way, LLC

Matt Leonard, CPA

Co-Founder of Leonard & Associates, CPA LLC

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.