Meet The White Oaks Team

White Oaks uses a team approach that allows our clients to work directly with experts in the fields of financial planning, wealth management, investment management, taxes and trusts as needed. Meet the talented staff at work for you.

White Oaks Investment Management, Inc.

Investment Committee

Robert Klosterman

Robert Klosterman

CEO & Chief Investment Officer, CFP®, CFWA

Sharon Bloodworth

Sharon Bloodworth

Partner & President, CFP®

Alex Duty

Alex Duty

Investment Analyst, CFA®, CIPM


White Oaks Wealth Advisors

Advisory Team

Robert Klosterman

Robert Klosterman

CEO & Chief Investment Officer, CFP®, CFWA

Sharon Bloodworth

Sharon Bloodworth

Partner & President, CFP®

Laura Nickolay

Laura Nickolay

Financial Advisor & Sr. Tax Associate, CFP®, CPA

Operations Team

Micki Larson

Micki Larson

Director of Operations

Cyndi Castle

Cyndi Castle

Vice President Family Office Services

Meryl Roberts

Meryl Roberts

Financial Administrator