Sharon is the owner and CEO of White Oaks and has been with the company since February 2001. In 2017, she purchased the firm, making it one of the largest independent investment advisory firms owned wholly by a woman in Minnesota and Florida. In 2023, Sharon was included on the Notable Women in Wealth Management* list by the Twin Cities Business Magazine. Her experience in the financial services industry dates back to 1993 and includes positions at American Express Financial Advisors as a Financial Advisor and Lord, Abbett & Co as a Client Liaison in New York. In 2019, Sharon received the Marty Baskerville Philanthropy Award* to recognize her Rotary lifetime achievements and the Vistage Lifetime Achievement Award* for leadership in her CEO peer to peer organization. She was honored as a 2013 “Top Women in Business”* and a 2010 “40 under 40”* recipient by the Minneapolis/St. Paul Business Journal. Sharon has been quoted in the Minneapolis/St. Paul Business Journal, CBS Money Watch, USA Weekend, MSN Money, The Financial Times Advisor IQ, Forbes.com, Glamour and CNN Money. She frequently speaks on market and economic issues, wealth planning and how to better prepare the next generation for wealth.