We are excited to have Laura join our crack team of advisors. Her skills and attitude are a perfect match with our clients.
Minneapolis, MN (PRWEB) October 05, 2015
White Oaks Wealth Advisors Inc., an independent and private wealth management firm in Minneapolis, MN is excited to announce their new hire, Laura Nickolay as Financial Advisor & Senior Tax Associate, CPA. In her new role Laura will provide tax and financial planning advice for our clients.
Sharon Bloodworth, President states: “We are excited to have Laura join our crack team of advisors. Her skills and attitude are a perfect match with our clients.”
Laura graduated from the University of Minnesota in 2010 with an undergraduate degree in accounting. She completed her Master of Accountancy the following year. Prior to joining White Oaks Wealth Advisors, Laura spent over four years at Deloitte Tax LLP in Minneapolis, where she focused on tax compliance and consulting engagements for high net worth individuals and families. She obtained her CPA certification in 2011. Laura is a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.
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.