Sharon is the CEO of White Oaks 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 Lord, Abbett & Co LLC as a Client Liaison in New York.
Sharon holds a Bachelor’s Degree in European Community Studies from the University of Wales, College of Cardiff, with a focus on European political economics and languages. In continuing education, she received a certificate in International Business Practice from the Mountbatten Program and Oxford University, and in 2019, she completed the Vistage Executive Leadership Program in collaboration with the Stanford Graduate School of Business. She also holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of NAPFA, a fee-only fiduciary professional association with the most rigorous continuing education requirements in the industry.
She was honored as a 2013 “Top Women in Business” and a 2010 “40 under 40” recipient by the Minneapolis/St. Paul Business Journal. Sharon has been quoted in the 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 on market and economic issues, wealth planning and how to better prepare the next generation for wealth.
Sharon is the immediate past Vice-Chair for the Minnesota Opera board and the current Chair of the Investment Committee. She has a deep passion for Rotary. She is currently the Chair of the District Rotary Foundation Committee, and in July 2024, she will be the District Governor. She is a past President of Rotary Club 9 and has chaired two district-wide conferences. In 2019, Sharon received the Marty Baskerville Philanthropy Award to recognize her Rotary lifetime achievements and the Vistage Lifetime Achievement Award for leadership in her CEO peer to peer organization.
Born in the UK, Sharon has lived and studied in Africa, Asia and Europe and speaks multiple languages. In 2007, she funded the rebuilding of a kindergarten in Indonesia that she named after her daughter – Sophia’s Sunshine School. In 2021, she added a library to the school.
*Please note that any awards noted above may not be reflective of any one client’s experience and may not be indicative of future performance. You may review the award criteria and methodology here.