White Oaks Hires Greg Thielsen as Controller

Share Article

White Oaks Wealth Advisors and Intrinzia Family Office hires seasoned accounting and consultant professional.

White Oaks Wealth Conroller

Greg Thielsen, Controller White Oaks Wealth Advisors

Greg has a strong accounting background of working simultaneously with multiple business entities across diverse industries, so I know he will be able to handle the complexity of our most entrepreneurial clients.

White Oaks Wealth Adivsors Inc and Intrinzia Family Office, an independent and private wealth management firm in Minneapolis, MN is pleased to announce their new hire, Greg Thielsen as Controller for the firm.

In his new position Greg will be responsible for the accounting, bookkeeping and tax work for our family office clients. Greg has been added to the White Oaks and Intrinzia team to provide high level expertise in meeting client’s specific and individual private asset management needs.

Sharon Bloodworth, Partner and Vice President states, "I am very pleased to welcome Greg to the team. Greg has a strong accounting background of working simultaneously with multiple business entities across diverse industries, so I know he will be able to handle the complexity of our most entrepreneurial clients."

Greg is a seasoned accounting and consultant professional who brings over 30 years of experience to White Oaks, and has worked in a variety of business segments, including manufacturing, professional services, wholesale distribution, and retail.

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.

Intrinzia is a Multi Family Office headquartered in Minneapolis, MN serving an exclusive high net worth clientele. The Intrinzia team is made up of a highly qualified staff with extensive experience in providing financial operations, accounting and portfolio management, organizing clients’ financial paperwork, providing bookkeeping services, and facilitating clients’ understanding of their financial data to better inform their decision-making.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Micki Larson
Visit website