“Discipline, process and hard work form the foundation of our team philosophy. Together, we can accomplish so much, to improve the lives of our clients.”
Sharon is CEO of White Oaks Wealth Advisors, Inc. and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993, and includes positions at American Express Financial Advisors as a Financial Advisor, and the investment management firm, Lord, Abbett & Co. in New York City, as Client Liaison.
Sharon has a Bachelors of Science in Economics (Hons.) (BScEcon) in European Community Studies from the University of Wales, College of Cardiff. She also holds the Certified Financial Planner ™ designation.
Recognition of Excellence
Her firm was named by CNBC as one of the top 100 fee-only firms in the country. She was honored as a 2013 “Top Women in Business” and a 2010 “Forty under 40” recipient by the Minneapolis St. Paul Business Journal. She has been quoted in Minneapolis St. Paul Business Journal, CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She frequently speaks to conferences and CEO groups on wealth management topics.
Born in the UK, she has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007 Sharon funded the rebuilding of a Kindergarten in Indonesia she named after her daughter – Sophia’s Sunshine School. It is her goal to build nine more and bring meaningful economic improvement to the area. Sharon is an active member of the Minneapolis community. She is currently Secretary of the Board of Minnesota Opera and serves on the investment committee. In Rotary she is the Past President of Rotary Club 9 and chaired the district-wide conference in 2015 and 2018 for their 2,000 members. Sharon was the chair of the Valentine Gala committee from 2015 to 2018 at the Minneapolis Club. Sharon is also an avid member of Vistage – a CEO peer-to-peer group. She led the effort to create an award program to name the top CEO in Minnesota in 2017 and co-chaired the effort again in 2018.
*Please note that these awards may not be reflective of any one client’s experience and may not be indicative of future performance. Please see award criteria and methodology here.