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About SilverOak

Emily Rogers, AAMS®

 

Manager of Operations

Emily is the Manager of Operations at SilverOak Wealth Management.  She works closely with our clients to assist them with their account data and account maintenance needs, including account opening, money movement, stock gifting & RMDs along with any other items that come up along the way.  In addition she works closely with Schwab to ensure that our accounts are up to date and items are being handled in a timely fashion.

 

She also oversees the operations department at SilverOak and helps with the professional development of our Administrative Assistants, Operations Specialist & Investment Operations Analyst.

 

Prior to joining SilverOak in 2007, Emily worked as a Financial Advisor at a national financial services organization.  She received her Bachelor of Arts degree in Economics from the University of Wisconsin-Madison, and currently holds designation as an Accredited Asset Management Specialist through the College of Financial Planning.

Education

  • University of Wisconsin - Madison - B.A. Economics

  • Accredited Asset Management Specialist (AAMS®)

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SilverOak Wealth Management LLC

3600 Minnesota Drive

Suite 860  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

Check the background of this investment professional on FINRA's BrokerCheck

This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are filed or where an exemption or exclusion from such filing exists.  There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" web sites.

© 2024 SilverOak Wealth Management LLC.  All rights reserved.

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