Building, managing and preserving wealth for a select group of families, individuals, business owners, and organizations is Bill’s expertise, passion, and life’s work.

As a CERTIFIED FINANCIAL PLANNER^® Professional, Bill wants clients to see him as a teacher, coach, and problem solver, developing and implementing comprehensive investment plans specific to their unique situation and needs. As a portfolio manager, Bill manages portfolios on a discretionary basis within Private Investment Management^®. His process for doing so utilizes extensive due diligence and analytical resources to carefully balance risk and return expectations.

Bill is a fiduciary. His practice is dedicated to acting in the best interest of his clients in all aspects of investment planning, advice, and implementation.

Helping clients to find purpose, meaning, and happiness in their lives is the driving force behind everything that he and his colleagues do at The White Oak Group of Wells Fargo Advisors. Bill’s love and devotion to his wife, Lee, and their children, Lilly, Miles, and Davis are constant reminders of the impact and importance of his work on clients and their families, now and for years to come.

Outside of the office, Bill is an avid mountain biker, an accomplished skier, and an ardent fan of athletics at his alma mater, Clemson University.

Mitzi provides comprehensive investment and wealth management advice and strategies to help a select group of clients build, manage, and preserve their wealth. Her process centers on listening to people and understanding their current situation, past financial experiences and their goals and objectives for the future. She knows that financial decision-making is a product of reason and emotion. Exercising patience, compassion and skill enables Mitzi to help her clients balance both. 

A graduate of Averett University and a student of her craft, Mitzi is committed to on-going professional development in the areas of planning, investment allocation, liability management, non-portfolio risk management and estate planning strategies.

She understands what it means to have a career, start and raise a family, balance work and home, celebrate with loved ones, care and comfort them, and grieve their loss. Her life experiences have helped her foster relationships with clients who feel safe and uninhibited even when discussing delicate matters relating to money between spouses, parents and their children, and adult children and their aging parents.

Mitzi is optimistic about the future maintaining a strategic mind-set, yet unafraid to rethink and explore better ways to serve her clients as evidenced by the formation of The White Oak Group of Wells Fargo Advisors. Mitzi and her colleagues are committed to helping their clients find joy, contentment, and purpose in their lives.

Building, managing, and preserving wealth for our clients is the calling of Pandy and the White Oak Group of Wells Fargo Advisors. Being there for our clients through all of life's transitions- planned or unplanned - is our honor and privilege.

Our goals-based investment planning process always begins with and revolves around listening. Listening to understand our clients' current situation, their past experiences and their goals for the future. Every client is different and unique. That is why we listen with a sincere and genuine interest, with curiosity and with compassion. With the information our clients share with us, we go to work and develop solutions and strategies to address their comprehensive wealth management needs in the areas of investments, borrowing and liability management, non-portfolio risk management and estate planning strategies and fiduciary services.

While some advisors and clients measure success by technical benchmarks, we measure success by our ability to help clients find joy, happiness and fulfillment in their lives.

That's what Pandy experiences when she is with her son whether they are fishing, hiking or just enjoying their time together. The importance of Pandy's family serves as a constant reminder of what matters most and the impact that her work has on the lives of her clients and their families, now and for years to come.

Together with her colleagues at The White Oak Group of Wells Fargo Advisors, Pandy and her colleagues are committed to helping our clients find joy, contentment, and purpose in their lives.

Two decades of experience working closely with financial professionals and their clients has taught Terri a great deal. She listens to people to understand their situation and needs, never guessing or assuming she knows or knows better. She’s resourceful, reliable and responsible. Challenging tasks motivate her, mundane tasks are never overlooked, and she continuously explores ways to improve client service.

How appropriate it is for Terri to be an integral part of an investment and wealth management group named after a mighty Oak tree, the White Oak Group of Wells Fargo Advisors, as she is passionate about the outdoors. Organizing and leading women on hiking, biking and overnight excursions is important to Terri as she finds nature a wonderful venue for connecting and bringing people together, unfettered by the demands and challenges of daily routines.

Returning home recharged and reinvigorated, she and multitudes of new and old friends are ready to resume the great balancing acts of their lives.

Terri’s daughter, Summer and son, Corey are daily reminders of the contribution the entire White Oak Group’s efforts have on the families we have the privilege of serving.