Our Team

Brad Turlington

Founder and President

Brad works closely with individuals, families, and business owners to manage their assets and preserve their legacy. If you’ve ever met Brad, you know how much he enjoys engaging with people. Those conversations enable him to build lasting, meaningful, and personal relationships with his clients.

Claire Young

Claire is the type of talented person you find in every successful company — friendly and outgoing; smart, organized and driven. You might say she’s the one who keeps the trains running on time.


Business Partners

At White Oak Wealth Partners, we maintain close relationships with independent asset managers, insurance and risk management firms, and other service providers who help us serve our clients’ needs.

We also collaborate with other professionals who you rely on, including accounting firms, estate planners, and others who provide you with guidance and direction. Our goal is to be an integral part of your support team by consulting with and assisting these specialists. We can recommend trusted, experienced professionals if you need these resources, but we recognize that many of our clients already have well established relationships in place.