We will develop a customized insurance plan for your family’s needs to help you protect the ones you love and what you’ve worked so hard for.

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A smarter plan for your insurance

Why White Oak

As a kid I worked in my father’s financial planning office and from a young age I’ve seen the impact that saving for the future and making sound investments can make, because of this I am passionate about helping people realize their goals. I grew up in rural Central PA and carry the small town family values I was taught with me in my approach to working with clients everyday. My clients choose to work with me because they are looking for a straight-forward, relatable, and easy-to-understand approach.

I’ve been a practicing financial advisor for over 16 years. I have a bachelors degree in finance from Penn State and have completed post-graduate coursework to obtain the CERTIFIED FINANCIAL PLANNER™ designation. I am a 3rd generation advisor with family history dating back more than 55 years.

I live in Arlington, VA with my wife and baby daughter. We are active in the community and local chapter of the Penn State Alumni Association. We love hiking, craft beer, and escaping to the mountains whenever possible.

We go to work everyday hoping to improve the lives of our clients by helping them to protect what they have worked so hard for. We want you to understand the insurance coverage you have and what you need.

We are family owned and local with a deep history in insurance & financial services and as an independent agency we are committed advocates for you. We represent a number of different insurance companies and can compare coverage and prices to find the best fit for your circumstances.

We offer periodic coverage review and are committed to customer satisfaction Question question

Protection you need

Insurance Products We Offer

At White Oak Agency we provide quality insurance choices for families and individuals through Virginia, Maryland, and Pennsylvania.

Auto Insurance Homeowners Insurance Umbrella Insurance Renters Insurance Condo Insurance Landlord Insurance Classic Auto Insurance Boat Insurance

We are passionate about insurance

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