White Oaks Hires Preston Koenig as Portfolio Administrator

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Preston Brings a Solid Financial Background and Exceptional Customer Service Skills to White Oaks Wealth Advisors Inc.

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Preston Koenig, Portfolio Administrator

We are thrilled to add Preston to our team. Our clients will truly benefit from his strong client service background and natural ability for precision.

White Oaks Wealth Advisors Inc, an independent and private Wealth Management and Family Office firm in Minneapolis, MN is excited to announce their new hire, Preston Koenig as Portfolio Administrator. In his new position, Preston will manage the day-to-day client relations, account set up, trading and portfolio management, common fund administration, cash allocation and disbursement.

President of White Oaks, Sharon Bloodworth comments “We are thrilled to add Preston to our team. Our clients will truly benefit from his strong client service background and natural ability for precision.”

Preston spent seven years in the aviation industry serving first as an Airline Pilot and then as Director of Aviation for a collegiate program. Deciding to make a career change and pursue his interest in finance, he completed his MBA at Metropolitan State University. For the past five years, Preston served as a Trust Administrator with Wells Fargo Institutional Retirement and Trust. In this role, Preston acted as administrator and contact for institutional plan sponsors, brokers, and investment managers.

The White Oaks team is looking forward to the added value Preston will bring to the team and the clients.

White Oaks Wealth Advisors Inc is a private, fee-only wealth management and family office 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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