When you look to the future, you may be considering not only your own retirement, but also your family tree and an interconnected network of personal and financial priorities. With timeless strategies generating steady, sustainable growth over long periods of time, you can build wealth that lasts through retirement and across generations.
Ultimately, White Oak Wealth Partners was built to help families across the country build wealth that endures.
We are a well-credentialed team and perpetual students of the industry. After more
than 30 years, we have developed a great depth of knowledge that allows us to simplify
complex scenarios, tailor specific solutions and offer sophisticated insights.
White Oak has formed strategic partnerships with other financial specialists and subject matter
experts, who provide insight and services throughout our comprehensive wealth process.
This means we serve our clients in a fiduciary capacity, advising and serving in their best interest at all times, with flexibility to
explore and offer a wide variety of financial vehicles and strategies. It also means we have the support, backing and resources
of a major financial institution, which we can leverage to serve the needs of our clients.
LPL Financial is the largest network of independent financial advisors in the United States, offering custodial and clearing services, back office support, as well as an industry-leading technology platform that empowers our team to serve clients efficiently. Aligned with LPL through their subsidiary, Gladstone Wealth Partners, White Oak Wealth accesses these resources without incentives for proprietary investment products, so our clients can be confident that the advice they receive is objective and personalized.
National Financial Partners is a leading insurance brokerage and consulting firm. Recognized as one of the largest and most respected in the U.S., NFP has a global presence and thousands of employees worldwide. White Oak Wealth is aligned with NFP through their subsidiary, PartnersFinancial, a leading insurance provider specializing in sophisticated life insurance and advanced planning strategies for high-net-worth individuals, families and businesses. These partnerships enable our team to deliver creative insurance-based solutions tailored to our clients’ needs.
Explore tried-and-true recommendations, little known strategies, and video
commentaries, as well as personal updates from our team.
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White Oak Wealth Partners takes great pride in our staff’s experience and knowledge. Superior client service and support are the heart of our operation. When our clients […]
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Michael J. Nedreski began his financial services career in 1988, laying the foundation for what would eventually become White Oak Wealth Partners—a comprehensive, independent wealth management firm known for its strategic retirement income planning and generational wealth advisory services.
Mike’s journey started in the insurance field, where he quickly distinguished himself through a combination of practical experience, continuous self-education, and mentorship. Over the years, he steadily broadened his expertise, earning the Chartered Retirement Planning CounselorSM (CRPC®) designation and building a holistic approach to financial planning.
In 2012, Mike partnered professionally with his wife, Amy Nedreski, further strengthening the firm’s family-centered philosophy. Their affiliation with LPL Financial in 2015 significantly expanded their ability to provide robust financial tools and resources to their clients. In 2024, Mike joined PartnersFinancial, further deepening his access to collaborative networks and advanced industry capabilities. The adoption of the White Oak Wealth Partners name in 2017 reflected their longterm vision: a sustainable, deeply rooted advisory practice dedicated to helping clients grow, preserve, and pass on wealth across generations.
Today, White Oak Wealth Partners serves business owners, pre-retirees, corporate executives, and multi-generational families. Under Mike’s leadership, the firm takes a team-based, collaborative approach that integrates internal talent with a network of outside professionals to deliver personalized financial strategies.
Mike is an active member of the Financial Services Institute (FSI), the Financial Planning Association (FPA), and the prestigious Forum 400, which recognizes top insurance professionals nationally. He is regarded as a leader in the field by peers both locally and across the country.
Faith and purpose are central to Mike and Amy’s life. They credit all their success to God and strive to practice gratitude through service. Physical and mental well-being are also top priorities, as they believe strong personal health supports their ability to serve clients, family, and community. Together, they passionately support numerous charitable organizations and firmly believe that success is gift one meant to be shared.
As President and Director of Business Development at White Oak Wealth Partners, Amy Nedreski plays a pivotal role in driving the firm’s growth and cultivating meaningful client relationships. Since joining the firm alongside her husband, Michael, in 2012, Amy has leveraged over three decades of expertise in client service, business development, and relationship management to support the firm’s mission.
White Oak Wealth Partners was founded with the mission of helping families across the country build enduring wealth while delivering the highest level of client service—a vision to which Amy is deeply committed. She thrives on building meaningful connections, creating lasting value, and ensuring that every client feels supported and well-served.
A proud alumna of Penn State, Amy hails from Erie, Pennsylvania. Outside of her professional life, she is a dedicated mother to seven children—Ashley, Alexa, Michael, Nick, Alex, Matthew, and Brady—and two fur babies, Bailey and Stella. Amy enjoys staying active, traveling, and spending quality time with her family and friends. She believes her purpose is to make the world a better place and strives to make a difference in everything she does.
Travis Bert serves as Director of Planning and Strategy and an Independent Wealth Coach at White Oak Wealth Partners. He brings specialized expertise in working with high-net-worth individuals and entrepreneurs, contributing significantly to the firm’s collaborative, client-centered approach. Travis plays a pivotal role in developing tailored strategies that align with each client’s unique financial goals and life vision.
A native of Erie, Pennsylvania, Travis began his career in the financial services industry in 2017. He holds a Bachelor’s degree in Business Management from the University of Pittsburgh at Bradford and currently maintains the FINRA Series 7 registration with LPL Financial, as well as the Series 66 registration with Gladstone Institutional Advisory, LLC. In addition, he is licensed to provide life, health, and long-term care insurance solutions.
Outside the office, Travis values quality time with his wife, Amanda, their son, Rory, and their English bulldog, Jameson. An avid outdoorsman, he enjoys golfing, boating, and maintaining an active lifestyle. A passionate sports fan, he follows the Pittsburgh Penguins, Pittsburgh Steelers, and PGA Golf. Travis is also a culinary arts enthusiast who loves discovering new foods and flavors—often paired with a glass of red wine to round out the experience.
Tiffany has served as the Director of Client Services at White Oak Wealth Partners for 10 years. This experience enables her to oversee the firm’s day-to-day operations and fulfill the team’s commitment to proactive service, adaptive planning, and sophisticated financial and investment strategies. She is also central to client communication and relationship management.
Since 2007, Tiffany has held roles in client service, consistently creating positive experiences for the clients she serves. At White Oak, a family-owned business, her goal is to make each client feel like a member of the family.
Originally from Allegany, New York, Tiffany now resides in Erie. Her passions include traveling, crafting, biking, hiking, and spending time with family and friends.