About White Oaks / Our Team

White Oaks uses a team approach that allows our clients to work directly with experts in the fields of financial planning, wealth management, investment management, taxes and trusts — depending on your needs. Meet the talented experts at work for you.

Advisory Team

White Oaks uses a team approach that allows our clients to work directly with experts in the fields of financial planning, wealth management, investment management, taxes and trusts — depending on your needs. Meet the talented experts at work for you.

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Laura Bereiter

Laura Bereiter

Director of Tax & Financial Planning, CPA, PFS™, CFP®

Deb Newel

Deb Newel

Wealth Manager

Operations Team

Micki Kastel

Micki Kastel

Director of Operations,
Certified Senior Advisor (CSA)®

Cyndi Castle

Cyndi Castle

Vice President of Family Office Services, Certified Senior Advisor (CSA)®

Meryl Roberts

Meryl Roberts

Senior Financial Administrator

Investment Committee

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Alex Duty

Alex Duty

Portfolio Manager, CFA®, CIPM®

Ani Vedere

Ani Vedere

Investment Analyst

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

White Oaks Wealth Advisors, Inc. (“WOWA”) is registered as an investment adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WOWA in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WOWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.