Alec is an Associate Para-planner at SilverOak Wealth Management. His primary roles include helping our team of advisors in the financial planning process as well as assisting with preparation for client meetings. He also provides support and assists other team members with various projects and tasks around the office.
Prior to joining SilverOak, Alec received his Bachelor of Arts degree in Business Administration with a Finance Emphasis and Accounting from Dordt College in Iowa.
Dordt College – B.A. Business Administration: Finance Emphasis and Accounting
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