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 Bereiter is  Director of Tax and Financial Planning, CPA, PFS, CFP®.     We would like to share with you a glimpse into her personal side of life.  I have asked Laura a few questions.  Enjoy your read!

What’s your favorite way to spend a day off?

When I’m away from the office, I like to have a day that is both productive and relaxing – I get very anxious if I feel like I’m relaxing too much! This means my day off usually includes a long work-out, some to-dos around my house, a trip to the dog park with my dog, Gus, and some time spent reading a book or two. There’s probably some baking of treats thrown in there too!

What are your hobbies, and how did you get into them?

I truly enjoy being a spectator of sports (not a participant – that would be embarrassing!), enjoying good beers with friends, and reading books. My family has always been into sports, and I only increased my interest through my college years at the U of M. The beer hobby was exponentially influenced when I met my husband – to say he loves seeking out the best beers is an understatement! And reading has been my go-to since I was very young. I’ve finally made the transition from physical library books to ones I can download on my Kindle.

What’s one thing that can instantly make your day better?

Treating myself to a lunch that isn’t leftovers from the night before!

What do you love about your job?

That each day is unique – our clients are in so many different life stages that the questions and needs we deal with on a daily basis are constantly evolving. I am thankful that our team has the depth and breadth of experience that we do. It allows us to provide such a high level of service and expertise to our clients, and I am so proud of that.

What’s your favorite way to spend time with your family?

Doing something outdoors in Minnesota – any time of the year!

What makes you proud of your family?

The closeness we have – no one is more than a quick text or phone call away, and that extends past the people in my immediate family. The advent of technology has done wonders to make my large family (my mom is one of 11 siblings, and my dad is one of four!), who is spread out over the entire country, feel connected.

If you could only teach one thing to your (future) child, what would it be?

Work hard, even if no one is watching.

If you could live anywhere in the world, where would it be?

My husband will say that anyone who is from Minnesota would have this answer, but it has to be Minnesota. There’s the obvious draw to the four seasons of weather, but I put a lot of value on the community of the state as a whole. We have arts, music, sports, philanthropy, business, and education opportunities that, in my opinion, exceed those of almost any other state. What’s not to love?!

If you could have a super power, what would it be?

To see the future – clients are always asking what my crystal ball says, and I love to actually have an answer!

The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. 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. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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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.