White Oak Wealth Partners
Managing Partner and Independent Wealth Coach
Freedom Investment Management Group Dec 2015 - Dec 2016
Managing Partner
Nedreski Wealth Management Mar 1996 - Dec 2015
Financial Advisor and Registered Principal
Nedreski Financial Services Mar 1995 - Mar 1996
Financial Services Representative
Bankers Life Oct 1992 - Mar 1995
Financial Services Representative
Education:
College For Financial Planning
Skills:
Estate Planning Financial Advisory Strategic Financial Planning Investment Strategies Life and Health Insurance Licenses Investment Advisory Asset Allocation Retirement Planning Wealth Management Mutual Funds
Interests:
Boating Skiing Craft Beers Golfing Fitness The Outdoors Hunting Red Wine Fishing