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Peter Sorensen

Investment Intern at White Oaks Wealth Advisors

  • LinkedIn

I am a dedicated and ambitious mathematical economics student who is interested in financial markets. My coursework continues to equip me with a foundation in statistical analysis, financ...

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WHITE OAKS WEALTH ADVISORS

WHITE OAKS WEALTH ADVISORS

  • description Description
    The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned r...

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  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Employees

Cyndi Castle

Certified Senior Advisoru00ae Vice President - Family Office Services

Laura Bereiter

Director of Tax and Financial Planning

Micki Kastel

Director of Operations

Laura Bereiter

Director of Tax and Financial Planning

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  • Phone number  :  (***)-***-****
  • Email  :  p****@whiteoakswealth.com

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