Meet The White Oaks 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 as needed. Meet the talented staff at work for you.

White Oaks Wealth Advisors

Advisory Team

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Laura Bereiter

Laura Bereiter

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

Operations Team

Micki Larson

Micki Larson

Director of Operations

Cyndi Castle

Cyndi Castle

VP of Family Office Services & Certified Senior Advisor®

Meryl Roberts

Meryl Roberts

Financial Administrator

White Oaks Investment Management, Inc.

Investment Committee

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Alex Duty

Alex Duty

Portfolio Manager, CFA®, CIPM