White Oaks uses a team approach that allows our clients to work directly with experts in the fields of financial planning, wealth management, investment management, taxes and trusts — depending on your needs. Meet the talented experts at work for you.

Advisory Team

White Oaks uses a team approach that allows our clients to work directly with experts in the fields of financial planning, wealth management, investment management, taxes and trusts — depending on your needs. Meet the talented experts at work for you.

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Laura Bereiter

Laura Bereiter

Director of Tax & Financial Planning, CPA, PFS™, CFP®

Betsy England

Betsy England

Wealth Manager, MBA

Operations Team

Micki Kastel

Micki Kastel

Director of Operations

Cyndi Castle

Cyndi Castle

Vice President of Family Office Services, Certified Senior Advisor®

Meryl Roberts

Meryl Roberts

Financial Administrator

Investment Committee

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Alex Duty

Alex Duty

Portfolio Manager, CFA®, CIPM®