Wealth Management RIA Edge named White Oaks to their fastest growing Women owned investment advisors. According to WRRIA edge: While women advisors represent less than...
One of the fastest growing independent firms owned by a woman
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White Oaks Company News
Micki Kastel, Certified Senior Advisor®
Congratulations Micki Kastel on the achievement of her certified Senior Advisor (CSA)® certification from the Society of Certified Senior Advisors. Micki now joins fellow...
Happy National Love Your Pet Day!
At White Oaks our pets are very loved and pampered and sometimes feature unintentionally in our zoom meetings with clients. We are big believers in having a plan...
Sharon Bloodworth: A personal look inside
Sharon Bloodworth; our fearless leader, owner and CEO of White Oaks. We share with you a glimpse into Sharon's personal life. What is your photo of? I am happiest on...
Betsy England: A personal Look Inside
You may have met Betsy in a client review meeting or spoken with her on the phone where she has helped answer a financial planning question for you. Betsy England is a...
Alex Duty: A personal look inside
You may have spoken with Alex regarding your portfolio performance. He is the brain behind our funds and performance. Alex Duty is our Portfolio Manager, CFA®, CIPM®. We...
Micki Kastel: A personal look inside
You may have talked with me, Micki Kastel, Director of Operations, on the phone to confirm distribution details or needed help with your account access. I have been...
Laura Bereiter: A personal look inside
You have, most likely, spoken with Laura on the phone or in a client review meeting. She provides our clients with valuable tax and financial planning advice. Laura...
Cyndi Castle: A personal look inside
You may have spoken with Cyndi Castle on the phone and she has helped answer your account questions, or helped you with your new account set up and transfer process. Cyndi...
Meryl Roberts: A personal look inside
In 2021, White Oaks would like to give our clients and friends a personal look into the lives of our White Oaks family. Today we are taking a glimpse in the life of Meryl...
How to Keep Upbeat During COVID
COVID has been hard on everyone, and harder on some – many people were filled with anxiety, fear and uncertainty about their lives and health as the world changed around...
From Minnesota to Sarasota
White Oaks operates nationally, with our headquarters in Minneapolis, and our second office in Sarasota, Florida. I am a born and bred Minnesotan, but I craved living in a...