At White Oak Wealth Partners we love what we do and are deeply committed to every single client. We are passionate about helping people manage and preserve their wealth. Each member of the White Oak team is committed to delivering trust, transparency, accountability and compassion in every client relationship. Part of our role is helping you discover your greater meaning of wealth and then aligning your financial plan and investments. We take an active, professional coaching role in clarifying and defining your dreams and aspirations. Far beyond simply investing your money, we'll help you realize a true sense of accomplishment in life.
As a Partner and Independent Wealth Coach Mike provides financial peace of mind to his clients and allows them to focus on aspects of their life they enjoy most. Mike has 30+ years of experience in the financial services industry and is committed to serving his clients through holistic financial planning, disciplined investment strategies and proactive personal service. Mike and his team are continuously looking for innovative and proactive ways in which to serve their clients. They are focused on exceeding clients' needs and upholding the highest standard of service.
A native of Erie, Pennsylvania, Mike began his career in the financial services industry in 1988. He is a former student of the College for Financial Planning and currently holds FINRA Series 6, 26, 62, and 63 registrations with LPL Financial and the Series 65 registration with Gladstone Institutional Advisory, LLC. He is also licensed to offer life insurance and long-term care insurance. He has earned the designations of Chartered Retirement Planning CounselorSM (CRPC®), Life Underwriting Training Council Fellow (LUTCF), and Registered Financial Consultant (RFC®). Mike is also an active member of the Financial Services Institute (FSI) and Financial Planning Association (FPA).
When not working, Mike enjoys time with his wife Amy and their seven children. He also volunteers time to his children's schools as well as his church and community. An outdoors enthusiast, Mike loves hunting, fishing, golfing, and spending time near or on the water. He also enjoys working out, watching some of his favorite sports teams, The Pittsburgh Pirates and The Cleveland Browns, wine and good cigars.Contact
Amy Nedreski serves as Vice President and Director of Business Development for White Oak Wealth Partners. In this role, she is responsible for creating and maintaining relationships with clients as well as other strategic partners. She is also closely involved in the fundamental day to day operations of the firm.
For over 25 years, people have chosen to work with Amy because of her passion and dedication to business growth and client service. What this means is she is focused on developing meaningful and long-lasting relationships with our clients and business partners. The real benefit is knowing that you have someone who is committed to your personal and professional success.
Amy received her Bachelor's degree from The Pennsylvania State University. Amy is originally from Erie and feels blessed to be raising her family here. Amy and her husband Michael have 7 children, Ashley, Alexa, Michael, Nick, Alex, Matthew and Brady which keeps her “a little busy”! Amy enjoys working out, travelling and spending time with family and friends. She of course is a Penn State fan!Contact
As Director of Client Services for White Oak Wealth Partners, Tiffany strives to make sure clients have a positive experience when they call or visit our office. She works diligently to make sure all administrative tasks and assignments are handle efficiently; from scheduling appointments to account paperwork.
Tiffany has over 12 years of experience in customer service and strives daily to create an exceptional client experience – We want our clients to feel like part of our family.
Tiffany is originally from Allegany, New York but now resides in Erie. Her passions include traveling, crafting, biking, hiking, and spending time with family and friends.
Favorite Quote: When you seek beauty in all people and all things, you will not only find it you will become it.Contact
Travis joined White Oak Wealth Partners in 2019 in the role of Wealth Plan Design Assistant. Travis is responsible for assisting Mike in the analysis and development of customized wealth plans for our clients. Travis is an Erie native who attended Fairview Highschool. He went on to obtain his Bachelor of Science Degree in Business Management from The University of Pittsburgh at Bradford. After graduation he promptly moved to Pittsburgh where he married his wife Amanda and found his passion for finance.
Clients enjoy working with Travis because of his dedication and commitment to client service. What this means is that he will invest the time to truly understand what is most important to our clients and then build that into our process. The real benefit is that he will provide a personalized analysis that aligns with their objectives and aspirations.
Travis' hobbies include working out, cooking, traveling, boating, hockey, spending time with friends and family, and enjoying down time with his two English bulldogs Jaymo and Chevy.Contact