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Our Associates in the Community

At TruOak Financial Partners, service extends beyond financial planning. Our associates are driven by a genuine desire to help people — not only by guiding clients toward financial confidence, but by actively investing their time, talent, and energy into the communities they call home.

From supporting local organizations to volunteering and giving back, our team believes strong communities are built through connection, compassion, and leadership. It’s this same spirit of service that defines how we show up for our clients every day — with care, integrity, and a commitment to making a meaningful difference.


ESI Elite Symposium

ESI Symposium is an incentive conference where reps and advisors hear from top speakers, share ideas, and network. This year's conference took place at Fairmont Grand Del Mar in San Diego, California. Mornings feature business topic sessions, afternoons are open scheduled, and evenings include planned dinner parties. (April 20-24, 2026) *Membership based on sales criteria



TruOak's Women's Day Event

Our Women’s Day celebration brought the team members together to craft beautiful flower bouquets while connecting with one another. The event provided a meaningful space for women to share their goals, plans, and aspirations, fostering growth, and community. (March 8, 2026)

TruOak's Annual Kick Off

Our Kick Off event brings our agency together to celebrate achievements and recognize outstanding contributions. The event also features inspiring and informative presentations from National Life Group and Equity Services, Inc leaders, including Mehran Assadi, CEO of NLG - setting the vision and kicking off the momentum for the year ahead. (Feb 24, 2026)

Vietnamese American Healthcare Professionals Association of Georgia (VAHPAG) Annual Gala

TruOak Financial Partners was proud to attend the VAHPAG Annual Gala alongside AFP members Rose Ann McDonald and Darrie Schlesinger,
celebrating an evening focused on leadership, service, and community impact.

Circle of Wealth Conference

TruOak Financial Partners attended the Circle of Wealth Conference in Florida to deepen our expertise with the Circle of Wealth planning system—one of the key tools we use to better serve our clients. Ongoing education like this ensures we continue delivering clear, strategic, and forward-thinking financial guidance.

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