New Team Member
We’re delighted to announce that Jerry Dougherty has joined White Oak Planning as a Wealth Advisor.
Jerry brings a wealth of financial industry experience and a long-standing commitment to investor protection, market transparency, and ensuring people are treated fairly. Throughout his career, he’s seen just about every financial scenario—and the real impact that smart, honest guidance can have on someone’s life.
His approach is simple and fully aligned with our values:
No sales pitches. No one-size-fits-all plans. Just clarity, integrity, and guidance that supports real families and real goals.
A Personal Connection to the Families We Serve
When Jerry and April blended their families, he experienced firsthand how financial planning is more than numbers on a page. It’s about creating stability and building a foundation that helps families focus on what truly matters—each other.
That experience deepened his passion for supporting blended families, who often face unique financial questions around combining finances, planning for children from different relationships, and navigating complex estate and retirement considerations.
How Jerry Supports Our Clients
Jerry’s work is rooted in understanding people first. He focuses on:
Getting to know each family’s goals and concerns
Providing transparent, straightforward explanations
Offering honest guidance shaped by both expertise and empathy
Whether clients are seeking clarity in a transition, preparing for retirement, or coordinating planning decisions across multiple households, Jerry brings both steadiness and insight to the process.
A Warm Welcome to Jerry
We are thrilled to expand our advisory team with someone who embodies the heart of our mission: helping families find clarity and confidence in the complexity of life and money.
Please join us in welcoming Jerry Dougherty to White Oak Planning.
If you’d like to connect with Jerry or learn more about how he supports our clients, visit his full bio on our website or reach out to schedule a conversation.