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.