Melisa is an Executive Assistant at SilverOak Wealth Management, joining the team in November 2020. She works primarily as Shannon’s assistant but provides direct support to all of the SilverOak advisors as well as team members. Melisa is responsible for scheduling Shannon’s meetings alongside monitoring his calendar. Additionally, to ensure a positive and effective experience for our clients, she helps with office projects & tasks and other administrative duties.
Prior to joining SilverOak, Melisa was a Restaurant Manager in Upstate New York. She received her Bachelor of Science in Business with a Specialization in Accounting from Capella University. She is currently obtaining her Master’s in Business Administration.
Capella University, Minneapolis MN – B.S Specializing in Accounting
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