As a White Oaks family office client you will enjoy interaction with
a highly responsive, talented and skilled team of Family
Office professionals located in Minneapolis, MN. With the Intrinzia
Family Office team you gain years of experience, expertise and the
high quality service that you would expect as a Family Office
client. The development and implementation of private asset
management techniques and strategies are specifically tailored for
your unique objectives, needs and dreams. The White Oaks
WealthCare Continuum follows a carefully thought out path to
assure a holistic approach and considers the many facets of your
financial situation to assure an optimal, yet practical, private
wealth management solution. Being on "your side of the table'" is
the central, core value of White Oaks. This is assured by our
independence from outside influences of large publicly held firms,
and by our fee-only compensation model.
In our role as the Chief Operating Officer and guardian of you
and your family’s private asset management objectives, our team will
work consistently, both proactively and reactively, to provide the
level of service that allows you the freedom and flexibility to
pursue your other interests with confidence. Our goal is to give you
your time back!
Our clients consider the Intrinzia Family Office team to be
their indispensable partner in organizing, strategizing and
maximizing the impact of their private family office needs
including:
Robert J. Klosterman
- CFP®
CEO & Chief Financial Officer
"White Oaks Wealth Advisors occupies an
important niche in the marketplace. We are an independent
advisory group that provides a customized suite of financial
services, tailored precisely for the needs of our clients."
Robert Klosterman, CFP® is Founder, CEO and Chief
Investment Officer of White Oaks Wealth Advisors, Inc. and
its predecessor R.J. Klosterman & Co, Inc. Bob has been a
Certified Financial Planner licensee since 1989. Bob has a
clear vision for the future and having worked in financial
planning since 1975, he feels a strong need to provide
people with expert and independent wealth advisory services.
As a Certified Financial Planner, Bob’s expertise and
guidance have helped to fuel the steady growth of the firm.
Today, White Oaks Wealth Advisors boasts a talented staff of
advisory professionals, hand-picked for their financial
planning and wealth management knowledge as well as their
dedication to client service.
"My mission is to serve our clients
through the combined expertise of our advisory team. I want
to use my experience to really impact the lives of the
people who place their trust in us."
Bob’s leadership within the firm’s Advisory Committee
regularly encourages fresh thinking and new approaches that
provide clients with innovative wealth management solutions
in the areas of economic and investment market analysis,
stock option strategies and wealth transfer techniques. His
perspectives have been shaped by a wide variety of
leadership positions within his profession, including:
- Hennepin Technical College Foundation (current)
- Board of Directors
- Chair of Investment Committee
- Basilica Landmark Board (current)
- Basilica of St. Mary (Current)
- Member of Investment Committee
- Alzheimer’s Assoc of MN & ND (current)
- Board of Directors
- Member of Finance Committee
- Board of Directors, National Advisors Trust Company,
FSB (2002-2009)
- National President, Institute of Certified Financial
Planners (1998) – now The Financial Planning Association
- National Board of Directors, Institute of Certified
Financial Planners (1993 – 1999)
- Past Chairman, Twin Cities Society of the Institute
of Certified Financial Planners
- Past Chairman, Twin Cities International Association
for Financial Planning
- Past President, Twin Cities Society of CLU & ChFC
Bob has been listed as one of the Top 250 Financial
Advisors in the United States by Worth Magazine. He has also
been recognized as one of the top 150 Financial Advisors by
Mutual Fund Magazine, Medical Economics and Bloomberg’s
Wealth Manager Magazine. Bob’s published quotes appear
frequently in dozen’s of local and national publications,
including USA Today, the New York Times, Minneapolis Star
Tribune, CFP Today, Barron’s and Fortune.
"I value getting to know our clients and
their unique situations. The most rewarding part of my job
is cultivating these relationships and helping people
achieve the goals they've envisioned."
Bob and his wife have lived in the Twin Cities since 1971
and have 3 children. Bob's hobbies include reading, walking
and bicycling.
Sharon Bloodworth
- CFP®, CDFA™
Partner & President
"I bring an international flair to an extremely
talented team."
Sharon’s enthusiasm for world-class client service makes
her an essential addition to the White Oaks Wealth Advisors
team. Sharon’s role in the firm is to manage client
strategy and investments and to maintain the business facets
of the company. Sharon’s 13 plus years of working with
clients is evident in all she does in helping clients
achieve their dreams and helping the firm grow.
Sharon joined White Oaks Wealth Advisors in February
2001, motivated by the challenges and opportunities of
working for an independent advisory firm. Her knowledge of
investment and trade operations, compliance, wealth
management marketing, and information systems made her the
perfect choice for this position.
"Discipline, process and hard work form the
foundation of our team philosophy. Together, we can
accomplish so much, to improve the lives of our clients."
Sharon’s experience in the financial services industry
dates back to 1993, and includes positions at American
Express Financial Advisors as a Financial Advisor, and the
investment management firm Lord, Abbett & Co. in New York
City, as Client Liaison, where she was responsible for
maintaining relationships for $2 billion worth of assets.
Sharon is from the United Kingdom, where she graduated
from the University of Wales, College of Cardiff with a
Bachelor’s Degree of Science of Economics in European
Community Studies with a concentration in political
economics and languages. She is fluent in several languages,
having spent her childhood years in Africa, Indonesia,
France, and Italy. Sharon received the Certificate of
International Business Practice from Oxford University
through the Lord Mountbatten Program and she has the
Certified Divorce Financial Analyst TM designation. Sharon
is passionate about helping educate clients on the financial
and tax ramifications of divorce, as well as helping clients
transition for their future financial life.
"The financial impact of a divorce can be just as
devastating as the emotional impact. I am here to help our
clients understand and plan for their new financial future.
Being a rare fee only firm gives us a tremendous advantage.
You need strong conflict free advice when you are at your
most vulnerable, not product solutions."
Sharon has been listed as a 2011 Five Star Wealth Manager
in Twin Cities Business, Mpls St Paul Magazine. She was
also a “Forty under 40” recipient 2010 from the Minneapolis
St. Paul Business Journal. The list highlights forty
business/community leaders under forty years old. Sharon’s
white paper on risk has been posted on the Investment News
site and she has been quoted and profiled on The Glass
Hammer, a website for executive women, and CBS Market Watch.
Sharon has been elected President-elect of the largest,
oldest Rotary Club in Minneapolis in 2011-2012 and President
in 2012-2013. She is one of the youngest Presidents ever
elected in their 100 year old history. She was Assistant
Treasurer of the Rotary Club from 2007-2009 and Treasurer
from 2009-2011 and she also sits on the Board of Directors
for the Minneapolis Rotary Foundation and is a member of the
investment committee. Sharon was appointed to the Minnesota
Academic Excellence Foundation in 2010 by Governor Tim
Pawlenty, and in 2007 Sharon funded the rebuilding of a
Kindergarten in Indonesia she named after her daughter
–Sophia’s Sunshine School.
Sharon’s white paper on risk has been posted on the
Investment News site and she has been quoted and profiled on
The Glass Hammer, a website for executive women.
View Sharon's 4 Financial Essentials Before 40
Cyndi Castle
Vice President Family Office Services
“Trust is key in client relationships. I
strive to provide and maintain a high level of trust in my
client relationships.”
Cyndi joined the Intrinzia Family Office team in 2006 as
Director of Client Services and was promoted to Vice
President of Family Office Services. She manages the family
office client service relationships and communications and
specializes in providing investment oversight services.
"Working in the financial industry for
over 25 years has helped me to become a primary and valuable
resource for our clients."
Cyndi graduated from St Cloud State University in 1986
with a Bachelor of Science degree in Social Work. She has
over 25 years of experience working in institutional
operations, investments and client servicing at Piper
Jaffray and at U.S. Bancorp Asset Management. Cyndi’s work
included direct client communication, portfolio analysis and
relationship management for over 300 institutional and high
net worth clients.
Cyndi enjoys volunteering at her children’s school
activities and cheering them on at their cross-country
ski meets and softball games. She is a north Minnesota girl
at heart and spends free weekends in Walker, MN to visit
family and friends. Cyndi is an avid reader and loves live
music.
Adrienne McKee
Investment Administrator
"Teamwork is the fuel that allows common
people to attain uncommon results. I strive to achieve this
connection internally with co-workers and externally with
clients.”
Adrienne joined the Intrinzia Family Office team in
October 2007. She provides support for client investment
and accounting, generates client investment reports and
provides related administrative support.
Adrienne has over 20 years of bookkeeping and accounting
experience. She started her career in New Zealand where she
grew up, then moved to London, England where she worked for
many years in both accounting and the hospitality industry.
In 2002 she moved back to the USA, in South Carolina before
finally settling here in Minneapolis.
Adrienne enjoys Yoga, travel, both domestic and
international, and family time with her husband and two
young children.
Meryl Roberts
Financial Administrator
“To have a satisfied and happy client, you
have to have your heart in your work, and your work in your
heart.’’
Meryl joined the Intrinzia Family Office team in October
of 2007. She assists in client and small business
bookkeeping, executes accounts payable and receivables for
small businesses, generates client financial reports and
provides related administrative support.
Meryl graduated with a Bachelors of Commerce degree in
Financial Accounting. She has more than 15 years of
experience in administrative bookkeeping and customer
service at several international companies
She loves spending her time with family, which includes
her husband and daughter. She enjoys traveling abroad,
sewing, making bridal flowers and creating paper crafts.
Greg Thielsen
Controller
“We are most successful when we are
helping others to find their success.”
Greg joined White Oaks Wealth Advisors in April 2011 and
is responsible for the accounting, bookkeeping and tax work
for our Intrinzia Family Office clients.
“My strong accounting background of
working simultaneously with multiple business entities,
across diverse industries, has given me the expertise needed
to handle the complexity of our most entrepreneurial
clients.”
Greg is a seasoned accounting and consultant professional
who brings over 30 years of experience to White Oaks, and
has worked in a variety of business segments, including
manufacturing, professional services, wholesale
distribution, and retail. Greg’s roles have included Vice
President of Operations for CFC Technology Corp and CFO/Contoller
for Hedtke, Inc/Filtration Products Corp/Specialty Fittings,
Inc.
Education and community service are a passion for
Greg. He has been an elected School Board member of the
Brooklyn Center School District since 1991 and was
recognized In January 2011 by the Minnesota School Boards
Association for twenty years of service. During his tenure,
he has served as Treasurer, Vice Chair and Chairperson of
the Board. Greg is also a Board member of Intermediate
District #287, a consortium of thirteen west suburban school
districts providing services to special student populations,
and has been Treasurer for the last 2 years.
When not working or attending board meetings, Greg enjoys
reading, sports and spending time with his family. He is an
avid Twins and Viking fan, despite having grown up in
Wisconsin.
