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®

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.