Firm Profile

 

A welcoming environment, personal attention and a genuine desire to be of service to our clients are the foundations of our business. Our commitment to these values along with our expertise is what White Oak clients appreciate the most.


Laura McCue

Laura McCue is CEO and President of White Oak Financial Management, Inc.  She manages client investment assets and offers financial guidance. Working in finance since college, Laura is passionate about making a positive difference in the lives of her clients. While Laura uses technical charting strategies seeking to reduce risk and improve performance, her focus remains on the continued progress towards her clients’ personal long-term goals. She specializes in both accumulation and retirement income planning and encourages people to live the life they dream about.

As an active member of her community, Laura has served on the boards of Asheville Green Works, UNC-Asheville Endowment Foundation, and Carolina Day School. She is past President of the Friends of the WNC Nature Center and currently serves as President of the Board of the Southern Appalachian Highlands Conservancy. She also serves as Investment Chair of the French Broad River Garden Club Foundation. Laura also holds leadership positions in the Daniel Boone Council Boy Scouts and serves as a Council Representative on Eagle Scout Boards of Review. Since 2006 Laura has held the role of NC State Director for Americans for Fair Taxation and is actively involved in national and local politics.

She is a graduate of Rollins College with a bachelor degree in Elementary Education. Deciding instead to enter the world of finance, over 33 years she has held numerous securities and insurance licenses since 1986 while working for JJB Hilliard Lyons, Interstate-Johnson Lane, IJL Wachovia, and Linsco Private Ledger before opening White Oak Financial Management, Inc. with her sister, Priestley Ford, in March 2003.

 

Priestley Ford

Priestley Ford is a partner in the firm with her sister Laura and serves as the operations manager.  Her attention to detail and caring attitude ensure that the office runs smoothly and clients’ needs are met in a timely and thorough manner.

After graduating from Tulane University in 1983, Priestley worked for 20+ years in New Orleans, Charlotte, and Seattle as a litigation paralegal in various sub-specialties.  In early 2003, Laura and Priestley formed White Oak Financial Management, Inc. and have enjoyed making every day fun, interesting and successful for their clients and themselves.

Priestley’s passion outside of White Oak is animal welfare in our community.  She served on the Board of Asheville Humane Society for two terms and is a volunteer there.  She also helps build fences for ChainFree Asheville, a group that builds fences for free for dogs living on chains.

Brent A. Ford

BAF

Brent joined White Oak in 2015 after working with Merrill Lynch for more than 9 years.  He graduated from the University of North Carolina at Chapel Hill with both BS and MA degrees and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Brent’s interests in the community include the Leadership Circle of the Asheville Humane Society and the Gray’s Lily Leadership Circle of The Southern Appalachian Highlands Conservancy.  He also served on the boards of Asheville Bravo Concerts, the Friends of the WNC Nature Center, the Lake Logan Episcopal Center, and the advisory council for Arts for Life.

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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