Micki Kastel

Director of Operations, Certified Senior Advisor (CSA)®

Micki Kastel serves as the Director of Operations at White Oaks and has been with the company since July 2008.  She plays a pivotal role in ensuring the seamless execution of day-to-day functions at our firm. Micki is responsible for managing the firm’s back-office functions, vendor relationships, technology integrations, and compliance coordination, all while ensuring our advisors and staff are equipped to deliver exceptional client experiences.

Micki graduated from St. Cloud State University with a Bachelor of Arts degree in English. She has held the Certified Senior Advisor® certification since 2022. In 2017, she completed a certificate program for Business Process Improvement at the University of Minnesota. Micki is currently a member of the Sarasota Chamber of Commerce and a member of the Sarasota Ballet’s Relevé Leadership Council.

Micki grew up in Minnesota, but finally escaped the cold. She now lives in Sarasota and works out of the White Oaks’ office there. She enjoys traveling, arts, music, and spending time outdoors.

Micki Kastel
 

“Operations is the backbone of a firm—necessary to fulfill client needs with great efficiency and effectiveness. Igniting positive action and change.”

Micki Kastel

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