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.

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Education

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• Macalester College - B.A. Economics

• Certified Public Accountant (CPA)

• Certified Financial Planner (CFP®)

• Personal Financial Specialist (PFS)

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Professional Affiliations

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• Member, American Institute of Certified Public Accountants

• Member, Minnesota Society of Certified Public Accountants

• Member, Financial Planning Association

• Member, AICPA Tax Section