Sharon has been and continues to be a vital part of our growth and success.
Minneapolis, MN (PRWEB) May 23, 2013
The Minneapolis St. Paul Business Journal recognizes 50 top women for their professional achievements, leadership and community efforts. “Sharon is well deserving of the Women in Business award. She is a dedicated leader to her profession and her community and charitable efforts are outstanding”, stated Michaela Larson, Director of Operations. Sharon oversees planning and strategies and works directly with high net worth individuals and families representing over $500 million of combined net worth. As current President of the Minneapolis Rotary Club 9, her dynamic leadership approach that focuses on values and teamwork has earned the club a Presidential Citation Award from the President of Rotary International. Sharon was also selected to appear in the Twin Cities Dancing with the Celebrities 2013 to raise awareness about Rotary and raise funds for the Minneapolis Rotary Foundation. Appointed to the Minnesota Academic Excellence Foundation in 2010, by Governor Tim Pawlenty, Sharon serves as the Treasurer for 2012-2013.
"Sharon's leadership at White Oaks and in the community are proof that this recognition is well deserved," remarked Bob Klosterman, CEO of White Oaks Wealth Advisors Inc. “Sharon has been and continues to be a vital part of our growth and success. Her leadership will be critical to our ongoing success."
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.