Staff

Robert J. Klosterman - CFP®, CFWA

CEO & Chief Investment 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.  He has a clear vision for the future and having worked in financial planning since 1975, and feels a strong need to provide people with expert and independent wealth advisory services.  As a Certified Financial Planner and certificate holder for Family Wealth Advising, 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®

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.

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 is President of one of the largest, and the oldest Rotary Club in Minnesota in 2012-2013.  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 serves as the Treasurer.  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

Micki Larson

Communications

“Communication is an integral part of a successful business and client relationships.”

Micki joined the White Oaks Wealth Advisors team at the end of July 2008.  She manages the strategic direction and execution of all internal and external communications.  This includes art directing and message development for various publications, sponsorships and media relations.  Micki is also responsible for website development, Search Engine Optimization (SEO) and helps develop and maintain the Client Relationship Management (CRM) systems, as well as, event planning and coordination.

"As times change, communication needs also change.  I am passionate about continuing to improve our communication methods in efforts to achieve a genuine and valuable connection with our clients."

Micki graduated with a Bachelor of Arts degree in English.  She has over 10 years of experience in the creative/marketing field with skills in communication, project management and event coordination, as well as a solid history in administrative service.  Her work reflects strong analytical and planning skills with the ability to coordinate the efforts of many to meet strategic and organizational goals.

An important aspect of Micki’s life is her family, which includes her husband, two sons and one highly active dog.  She enjoys going for walks and spending as much time as possible outdoors.  Micki loves music, reading poetry, traveling abroad and when she can manage to find the time, create pastel chalk drawings.

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.  

Preston Koenig

Portfolio Administrator

“Exceptional client service is of the utmost importance to me.  I take great pride in providing knowledgeable, accurate, detail-oriented support to assist our clients in achieving financial success.”

Preston joined the White Oaks Wealth Advisors team at the end of May 2011.  His role involves managing the day-to-day client relations, account set up, trading and portfolio management, common fund administration, cash allocation and disbursement.

Preston graduated from the University of North Dakota – Odegard School of Aerospace Sciences with a Bachelor of Science degree in Aeronautics. He spent seven years in the aviation industry serving first as an Airline Pilot based in Portland, OR and then as Director of Aviation for a collegiate program in Bloomington, MN.  Deciding to make a career change and pursue his interest in finance, he completed his MBA at Metropolitan State University.  For the past five years, Preston served as a Trust Administrator with Wells Fargo Institutional Retirement and Trust.  In this role, Preston acted as administrator and contact for institutional plan sponsors, brokers, and investment managers while also being involved in sales support and product training.

Preston grew up in Fargo, North Dakota and currently lives in Minneapolis with his wife, Jessica.  In his free time he enjoys playing a variety of sports including basketball and tennis.  He enjoys traveling abroad, spending time with family, and attending various sporting events and concerts.