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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 and Series 66 licenses, he plays a significant role in long-term planning, including an initiative geared toward operational excellence and client 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.

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