Sharon Bloodworth

Sharon Bloodworth is the Chief Executive Officer and owner of White Oaks Wealth Advisors, an independent, fee-only registered investment advisory firm headquartered in Minneapolis, Minnesota, with a presence in Florida. She joined White Oaks in February 2001 and, in 2017, purchased the firm outright from retired founder Bob Klosterman (who established it in 1986), making White Oaks one of the largest independent investment advisory firms owned wholly by a woman in Minnesota and Florida. Her career in financial services dates to 1993 and includes earlier roles as a Financial Advisor at American Express Financial Advisors and as a Client Liaison at Lord, Abbett & Co. in New York.

Bloodworth was born in the United Kingdom and holds a bachelor's degree in European Community Studies from the University of Wales, College of Cardiff, along with a Certificate in International Business Practice through the Mountbatten Program and Oxford University. She completed the Vistage Executive Leadership Program (2019) in collaboration with the Stanford Graduate School of Business. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the National Association of Personal Financial Advisors (NAPFA), the fee-only fiduciary industry body. She has studied across Africa, Asia, and Europe and is multilingual.

Her recognition includes being named to Twin Cities Business Magazine's *Notable Women in Wealth Management* (2023), the Minneapolis/St. Paul Business Journal's "40 Under 40" (2010) and "Top Women in Business" (2013), the Vistage Lifetime Achievement Award (2019), and the Marty Baskerville Philanthropy Award (2019) for her Rotary service. She is a Forbes Finance Council member and a frequent speaker at industry events and CEO roundtables. She is deeply active in Rotary International, having been elected district governor for 2024–25, overseeing roughly 70 clubs.

Important accuracy note: The stub data classified Sharon Bloodworth as an "Angel Investor" investing in "Seed Round" deals. Across all primary and secondary sources reviewed (her firm's team page, Twin Cities Business, Forbes Finance Council, NAPFA, and business press), she is consistently documented as a wealth-management/RIA executive and fiduciary financial planner — not as a startup angel investor. No record of personal angel or seed-stage startup investments could be found. The sections below reflect that reality rather than inventing venture-style data.

• Runs White Oaks as an independent, fee-only fiduciary RIA — client-first, fee-only compensation (NAPFA model), managing diversified portfolios and comprehensive financial plans rather than making venture bets.
• Focus areas she speaks and advises on publicly: market economics, wealth planning, and preparing next generations to inherit and manage wealth (generational wealth transfer).
• Target clients are high-net-worth individuals and families, concentrated in Minnesota and Florida.
• No publicly stated startup/seed investment thesis, check size, or target-company profile could be verified; these are intentionally omitted rather than guessed.