We are thrilled to add Nick to the White Oaks Team. He brings a wealth of knowledge and holds a fundamental role in tax advising for our family office clients.
Minneapolis, MN (PRWEB) July 27, 2012
White Oaks Wealth Adivsors Inc, an independent and private wealth management firm in Minneapolis, MN is excited to announce their new hire, Nick Chimerakis as Sr. Planning & Tax Advisor. In his new role Nick will provide tax advising for our family office clients and oversee the family office accounting functions.
Sharon Bloodworth, President states, "We are thrilled to add Nick to the White Oaks Team. He brings a wealth of knowledge and holds a fundamental role in tax advising for our family office clients.”
Nick graduated cum laude from Notre Dame and went on to complete his Master of Business Taxation from the University of Minnesota. He was a Carlson scholar and received top academic honors. For the past six years Nick has been with Deloitte in the tax compliance and planning area. Nick obtained his CPA certification in 2006 and 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.