Larson Promoted at White Oaks Wealth Advisors to Director of Operations

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Michaela Larson Brings Strong Operations Management Skills

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Michaela (Micki) Larson, Director of Operations, White Oaks Wealth Advisors

We are delighted to promote Michaela to her new position. She has a strong history of effective execution and implementation in our firm and we are extremely excited to expand her role.

White Oaks Wealth Advisors Inc., an independent and private wealth management firm in Minneapolis, MN is excited to announce Michaela Larson as Director of Operations. In her new role Michaela will oversee our core operations functions.

Sharon Bloodworth, President states, "We are delighted to promote Michaela to her new position. She has a strong history of effective execution and implementation in our firm and we are extremely excited to expand her role.” Michaela joined the White Oaks Wealth Advisors team five years ago and has successfully managed our internal and external communications. With a Bachelor of Arts degree in English, she has over 15 years of experience in the creative/marketing field with skills in communication, project management and event coordination. Her work reflects strong analytical and planning skills with the ability to coordinate the efforts of many to meet strategic and organizational goals.

White Oaks Wealth Advisors Inc is a private, fee-only wealth management firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.

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