SILVEROAK WEALTH MANAGEMENT - Key Persons
Job Titles:
- CFP®, PFS / Support Advisor
Job Titles:
- Senior Director
- CFP®, PFS / Senior Director
- Member of the SilverOak Team
As Senior Director, Chris provides expertise and support to our advisors and clients in all facets of personal financial planning, particularly as it relates to taxes. With over 25 years working as a CPA and extensive experience in tax planning, Chris offers a unique perspective and depth of knowledge that enhances the experience our clients have with SilverOak.
Over the years, Chris has worked with entrepreneurs, small business owners, and high net worth individuals helping them with financial guidance along with maximizing tax planning opportunities. Prior to joining SilverOak, Chris has had roles as Senior Director of Private Client Services with a national CPA firm, Tax partner with a large Minneapolis CPA firm formerly affiliated with SilverOak, and most recently, Chris spent two years with a wealth management firm as their Director of Tax Planning. In addition to having his CPA, Chris also has his CFP and PFS.
As a member of the SilverOak Team, Chris will continue to utilize his past experience to provide proactive comprehensive advice to high net worth individuals and business owners. In particular, Chris will focus on assisting clients with tax planning, financial management, and retirement planning opportunities.
Chris is driven by the relationships that are developed as we help clients work towards achieving their financial goals.
Job Titles:
- Portfolio Trading Specialist
Cole is a Portfolio Trading Specialist at SilverOak Wealth Management. With over 7 years of industry experience, Cole supports SilverOak advisors in the analysis, trading, and rebalancing of client portfolios. In addition, Cole also supports due diligence and other team members when needed.
Job Titles:
- Associate
- Associate Para - Planner
Duncan is an Associate Para-planner at SilverOak Wealth Management. Among other things, his primary roles include assisting a team of advisors to effectively execute the financial planning process as well as providing advisors with deliverables for client meetings.
Job Titles:
- Partner
- CFP®, PFS / Partner
Kathy is a Partner and one of the founding members of SilverOak Wealth Management. She is committed to helping clients objectively analyze their financial situation, and make prudent financial and investment decisions that are consistent with their core values and focused on achieving their individual goals. Prior to joining SilverOak, she was a managing partner of a large Minneapolis CPA firm that was formerly affiliated with SilverOak. Kathy has over 30 years of experience providing proactive and strategic tax, financial and management advice to businesses, business owners and high net worth individuals. Kathy has extensive experience in assisting clients with tax planning, financial management, retirement and succession planning and budgeting.
Job Titles:
- Client Service Specialist
- Executive Assistant
Melisa is an Executive Assistant at SilverOak Wealth Management, joining the team in November 2020. She works primarily as Shannon's assistant but provides direct support to all of the SilverOak advisors as well as team members. Melisa is responsible for scheduling Shannon's meetings alongside monitoring his calendar. Additionally, to ensure a positive and effective experience for our clients, she helps with office projects & tasks and other administrative duties.
Job Titles:
- Associate
- Operations Administrator
- Operations Administrator / Associate Para - Planner
Sammie is an Operations Administrator and Associate Para-planner at SilverOak Wealth Management, having joined our team in October 2017. She assists our advisors with the development and maintenance of financial plans and other client deliverables, as well as providing additional support to our operations and tax teams.
Trisha is the Operations Specialist at SilverOak Wealth Management. She works on many aspects of the operations and administrative side of SilverOak, assisting all of our team members in addition to working directly with our clients on operational issues.