About White Oak

Cory has been in the finance, tax planning and financial planning industries for the past 25 years. He graduated from Georgia State University with a degree in Finance and did his post grad studies in accounting. He established his CPA practice in 2012 to provide tax planning and tax return preparation for individuals and small businesses. It became a natural progression to expand his services into financial planning and wealth management in 2013. Along with his CPA certification, Cory holds the series 7 and 66 securities licenses through LPL Financial. Cory’s desire is to put his clients into an appropriate position to take on life events ranging from annual tax planning to long-term retirement planning by implementing sound financial strategies. Cory and his wife Angie live in Braselton with their three daughters; Grace, Lilly and Sarah. Both Cory and Angie are active in their church, chauffeuring their daughters to and from dance classes, and supporting their daughters’ school.

For tax related issues, please visit https://www.coryrobinsoncpa.com/ 

Terry graduated from Wofford College in 1997 with a degree in Business Economics. Terry began his financial services career with John Hancock in 1997 following graduation, and has over 23 years of experience with investment management and financial planning. He holds the series 7, 24, 63 & 65 securities licenses with LPL Financial coupled with industry insurance licenses.  Terry has spent his career helping families and small businesses with their investment management and financial planning needs. His greatest joy comes from watching his clients’ families pursue their goals such as retirement, college for children, growing a business, or other goals they work so hard for. He believes that getting to know a family/business, their specific needs, wants, and goals is essential to earning their trust for a mutually beneficial client/advisor relationship.

Terry and his wife Heather live in Dacula with their 3 daughters; Samantha, Reilly and Abbey. Their family is very active in their church, schools, and community. Terry and Heather believe that pouring into others through giving of time, talents and treasures is essential to living an abundant life.

As a CERTIFIED FINANCIAL PLANNER™ Stephen works with clients to provide comprehensive financial strategies that helps them pursue their goals and dreams. Whether you are considering retirement, generating a higher level of income, reducing taxes through tax planning, saving for your future, planning for education, or leaving a legacy via life insurance solutions - Stephen seeks to help you! White Oak Wealth Management is here to help clients in all aspects and facets of their financial lives. The decisions that you make today will set you on track towards the right course for the future.

Stephen is a graduate of North Georgia College & State University with a degree in Finance. Stephen’s blended career of confidently driving business development as a small business Chief Operating Officer and his commitment to customer service excellence has positioned him purposefully in guiding White Oak Wealth Management's clients in comprehensive financial planning.

Stephen has been married to his wife Danielle and they have two daughters named Raegan & Laken. 

WHY A CFP®?

Tim began his career in 1992, representing a global fixed income investment firm (Federated Securities Corp.), working directly with small community banks and financial institutions in the Northeastern U.S. For 30 years, Tim has resided in Georgia and worked in the financial services industry. He has dedicated his career to representing and implementing investment management and asset allocation solutions, coupled with a focus on risk management as Regional Director and Vice President on behalf of global financial institutions. Tim is a Senior Wealth Advisor with the following industry licenses: Series 7, 65, and 63 held with LPL Financial. To add, he has earned the following designations: AIF® - Accredited Investment Fiduciary, and CRPC® - Chartered Retirement Planning Counselor SM. His efforts to know his clients personally, understand their financial goals, and be mindful of their concerns help foster lasting relationships that place clients’ interests first. Tim is blessed to be married to his devoted wife of 25 years (Tricia) with two adult children: Preston (22 y/o) and Sterling Ann (19 y/o). Outside of work, he enjoys time with family, golf, reading, and following his hometown teams. Tim looks forward to continually serving the interests of clients, both current and new.

Steve began his financial advisor career in 2005. He currently holds the Series 7, 63, and 66 securities licenses through LPL Financial as well as various insurance licenses.

As a financial advisor, Steve focuses on top level service to clients. His specialty is educational aspects of sound investment principles and portfolio construction. Focusing on each client's individual needs is his main objective and he enjoys long-term relationships with his clients based on integrity and dependability. 

Steve and his wife Jolene reside in Jackson County and have 2 children and 4 grandchildren. They have been active in their home church for the past 30 years and each serve in various capacities in their free time. Steve and Jolene also enjoy maintaining their farm and equine hobby, as well as activities that involve their grandchildren in their community.

Amanda started her career with Terry Swaim in 2007. In early 2009, she took on her current role as a full time Operations Manager. Amanda lives in Winder with her husband Kevin on their family farm, where they enjoy spending time with their two nephews and giving back to the community.