Meet the Team
As we built up our team over the years, we developed a rare combination of expertise and experience, as well as a process for serving clients as the central point of access for everything related to their wealth. The resultis a level of interconnection that often creates efficiencies, opportunitiesand a greater sense of clarity within your integrated financial life.
J. Patrick Poling
Jonathan M. Trusty
Ann Hollis-Young
Wyatt England
Phillip Benavides
Jennifer Blackwell
Judy Gray
Samuel Oliver
Awards
Sanctuary Partner Firm of the Year
Southern Oak was named Sanctuary Partner Firm of the Year for 2022.
Forbes Best-In-State
Patrick Poling was named a Best-in-State Wealth Advisor by Forbes in 2019, 2021, 2022, and 2023. The ranking is designed to help families identify local professionals who deliver an exceptional level of comprehensive service and expertise.
Specialized Accreditations
Members of the Southern Oak Wealth team hold the designations CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning CounselorSM (CRPC®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA), and Accredited Asset Management SpecialistSM (AAMS®).
Portfolio Management Capabilities
Our core team holds licenses and accreditations that are highly regulated, which means that some of the highest industry standards for experience and education are continuously upheld.
It starts with a conversation.
Let’s talk about your family legacy, your business andwhat you most want to accomplish.
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