Alex is a Support Advisor at SilverOak Wealth Management. With over 9 years of professional experience, Alex collaborates with the other SilverOak advisors in delivering detailed and customized advice to our clients.  This includes working in the areas of investment strategy, retirement planning, tax planning, stock option planning and compensation and benefits.  In addition, Alex leads the financial planning team, analyzing the financial health of our clients and their ability to achieve their financial goals.

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Prior to joining SilverOak in 2015, Alex held roles with a multinational Fortune 500 company and a national public accounting firm.  

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Education

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• St. John's University, Minnesota - B.A. Accounting

• Certified Public Accountant (CPA)

• Certified Financial Planner (CFP®)

• Personal Financial Specialist (PFS)

 

Professional Affiliations

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• Member, American Institute of Certified Public Accountants

• Member, Minnesota Society of Certified Public Accountants

• Member, AICPA Personal Financial Planning Section