Micki Kastel

Micki Kastel

Operations is the backbone of a firm- necessary to fulfill client needs and business processes as efficiently as possible. Innovation and improvement is a constant part of the job, and I see the role, analytical as it is, as one that also calls for creativity and flexibility, allowing me to draw on my experience in marketing and the arts.

Micki Kastel, Director of Operations


Micki joined the White Oaks Wealth Advisors team in July 2008. As Director of Operations, Micki is a leader in process improvement, implementation, marketing strategy, technology and business development. She increases the effectiveness and efficiency of operational and technology systems, processes and policies in support of White Oak’s mission — specifically, supporting better management reporting, information flow, business process and organizational planning.

Micki graduated from St. Cloud State University with a Bachelor of Arts degree in English. She has over 15 years experience in the creative/marketing field with skills in communications, project management and event coordination. Her work reflects strong analytical and planning skills with the ability to coordinate the efforts of many to meet strategic and organizational goals.

Micki is a member of the Sarasota Chamber of Commerce and looking forward to getting more involved with the community and supporting local businesses.

Micki enjoys traveling, cooking, music, spending time outdoors and enjoying the beautiful beaches in Sarasota, FL.