Kathy Nelson, CPA, 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.

In Kathy's position as a trusted advisor, her primary concern is providing clients with peace of mind.  She believes in being completely transparent with her clients, while developing an overall understanding of her client's core values, financial goals and challenges.  There is nothing that Kathy finds more satisfying than working collaboratively with clients to overcome obstacles and ultimately achieve their goals.

Education

  • Magna Cum Laude Graduate from Moorhead State University - B.S. Accounting

  • Certified Public Accountant (CPA)

  • Personal Financial Specialist (PFS)

  • Certified Financial Planner (CFP®)

  • NASD Series 66 License

Professional Affiliations

  • Member, American Institute of Certified Public Accountants

  • Member, Minnesota Society of Certified Public Accountants

  • Member, AICPA Personal Financial Planning Section  

  • Member, AICPA Employee Benefit Practice Section

  • Member, Society of Financial Service Professionals

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About SilverOak

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Contact Us

SilverOak Wealth Management LLC

7650 Edinborough Way

Suite 250  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

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