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., a Registered Investment Advisor.  She is passionate about her work in 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 encourages people to live the life they dream about by aligning their financial choices with their core values.

Laura is also a retirement income-planning specialist.  Recognizing the issues facing current retirees and baby boomers nearing retirement, she is able to identify and communicate the key risks to having a lifetime income.  She designs personal income planning strategies using an investment model that seeks to provide continuing, inflation-adjusted income throughout retirement.

As an active member of her community, Laura serves or has served on the boards of Asheville Green Works, The Southern Appalachian Highlands Conservancy, Carolina Day School, the UNC Asheville Foundation Board, and the WNC Nature Center.  Laura also holds leadership positions in the local Boy Scouts and the Colonial Dames of America.

She is a graduate of Rollins College with a bachelor degree in Elementary Education.  Deciding instead to enter the world of finance, she has held numerous securities and insurance licenses since 1986 during her period as a Registered Representative and/or Branch Principal with INVEST, Hilliard Lyons, Interstate-Johnson Lane, Wachovia Securities, and Linsco/Private Ledger.


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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