Cory Robinson, CPA
Senior Wealth Advisor
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.
Stephen Hulsey, CFP® EAVP of Financial Planning
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.