Meryl Roberts

Senior Financial Administrator

Meryl is a Senior Financial Administrator at White Oaks and has been with the company since February 2011. She has more than 20 years of experience in administrative bookkeeping and customer service at several international companies.

She graduated with a Bachelors of Commerce degree in Financial Accounting. Meryl assists with operations and administrative support while also working with our family office clients. She manages bookkeeping, accounts payable and receivables, and generates client financial reports.

Meryl grew up in India, moved to Canada, and finally made Minnesota her home. She loves spending her time with family. She also enjoys working with children, volunteering with her church mission group, traveling abroad, sewing, and creating paper crafts.

Meryl Roberts
Picnic in the Park

“To have a satisfied and happy client, you have to have your heart in your work, and your work in your heart.”

Meryl Roberts

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.