Andrew N. Oak
Executive Vice President, Partner
As a member of the management team, Andrew’s vision shapes our organizational strategies and implementation into practice. Also holding a Series 7, Series 66, and General Lines Insurance licenses, he plays a significant role in long-term planning, including an initiative geared toward operational excellence and advanced financial planning services.
Andrew’s first experience in the financial industry began as a result of his seeking out an internship with Salomon Smith Barney while still a junior in high school, leading to being offered a full-time position prior to his senior year. After graduation from Elon University in 2004 with a BS in Business Administration and concentrations in Management Information Systems and Entrepreneurship, Andrew spent 9 years involved in every aspect of successful redevelopment projects totaling over a half-million square feet valued at over $39 million with a leading development and re-use firm headquartered in Lancaster, PA. Andrew ascended the ranks to serve as Vice President – Development & Construction and was nominated as one of Central Pennsylvania’s Top 40 under 40 (at the age of 30). With this background, Andrew knows a quality and sustainable financial plan begins with a strong foundation. Andrew seeks every opportunity to enhance the high quality of service to our clients. His constant attention to detail and care has been a notable trait throughout his career.
Andrew lives in Spring, Texas with his wife Lisa and their children, Neely and Jackson.