Meet The White Oaks Team White Oaks Investment Management, Inc. Investment Committee Sharon Bloodworth CEO, CFP® Alex Duty Portfolio Manager, CFA®, CIPM® White Oaks Wealth Advisors Advisory Team Sharon Bloodworth CEO, CFP® Laura Bereiter Director of Tax & Financial Planning, CPA, PFS™, CFP® Operations Team Micki Larson Director of Operations Cyndi Castle VP of Family Office Services & Certified Senior Advisor® Meryl Roberts Financial Administrator
