Wealth Manager, CFP®
Betsy is a Wealth Manager at White Oaks Wealth Advisors, Inc. and has been with the company since September 2020. She comes to financial planning from the point of view that life isn’t about money, but personal finances form the foundations for much of life’s activities. She finds fulfillment in helping clients form the financial foundations for happy, meaningful lives, whatever that means for them.
She graduated from The University of Chicago with a bachelor’s degree in English Literature. After an MA from New York University’s Tisch School of the Arts and three years in the performing arts world, Betsy decided to capitalize on her quantitative skills by attending The University of Chicago Booth School of Business, earning an MBA with concentrations in finance and accounting. Prior to joining White Oaks, she spent seven years on the financial planning and analysis team at Target Corporation, where she held roles ranging from performing discounted cash flow analysis on investments to leading teams and professional development programs.
Betsy grew up in Central Illinois and currently lives in Minneapolis with her husband, Jeremy, and their two children. When she’s not serving clients, she enjoys reading Agatha Christie novels, playing guitar with her son, lifting weights, and attending dance performances at University of Minnesota’s Northrop Auditorium.
“Life isn’t about money, but personal finances form the foundations for much of life’s activities. My dream is to help clients form the financial foundations for the lives they want to lead.”