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Meet The White Oaks Team

White Oaks Investment Management, Inc.

Investment Committee

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Alex Duty

Alex Duty

Portfolio Manager, CFA®, CIPM®

White Oaks Wealth Advisors

Advisory Team

Sharon Bloodworth

Sharon Bloodworth

CEO, CFP®

Laura Bereiter

Laura Bereiter

Director of Tax & Financial Planning, CPA, PFS™, CFP®

Besty England

Betsy England

Wealth Manager

Operations Team

Micki Kastel

Micki Kastel

Director of Operations

Cyndi Castle

Cyndi Castle

VP of Family Office Services & Certified Senior Advisor®

Meryl Roberts

Meryl Roberts

Financial Administrator

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