Kim Schwichtenberg, CPA, CFP®, PFS

 

Partner, Chief Manager

Kim is a Partner and Chief Manager of SilverOak Wealth Management LLC. She is also a former tax partner with a large Minneapolis CPA firm that was formerly affiliated with SilverOak. She has over 40 years of extensive experience in corporate, individual and trust taxation focusing on the complex issues facing business owners and high net worth individuals.

As one of the founding partners of SilverOak Wealth Management in 1999, Kim has had a passion for financial planning and making a difference in the lives of her clients for many years. She enjoys collaborating with the client's other advisors and integrating all aspects of the client's financial lives to develop a comprehensive financial plan and portfolio strategy that is consistent with their core values.

Education

  • Honors Graduate from University of Wisconsin, Madison - B.B.A. Accounting

  • Certified Public Accountant (CPA)

  • Personal Financial Specialist (PFS)

  • Certified Financial Planner (CFP®)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants

  • Member, Minnesota Society of Certified Public Accountants

  • Member, Financial Planning Association

  • Member, National Association of Personal Financial Advisors

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