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About SilverOak

Our Team

As a premier wealth management firm serving individuals and families throughout the United States, it is incumbent that our clients experience exemplary service in each interaction with us.  To accomplish this, we have assembled an exceptional team of talented and committed individuals, whose common mission is to assist you with all areas of your personal finances. 

 

While we are proud of our team’s professional accomplishments and knowledge, our clients frequently remark that it is our personal touch that truly sets us apart, as we combine caring concern with an abundance of knowledge, experience and wisdom. 

 

We invite you to learn about our team. 

Please click on a team member below to view their full biography details.

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Shannon King, CPA, CFP®, PFS, CIMA®, CPWA®, MBT

 

President, Partner, Chief Compliance Officer

Kathy Nelson, CPA, 

CFP®, PFS

 

Partner

Janelle Luense, CFP®, AAMS®, IACCP®

 

Partner of Compliance & Operations

Emily Rogers, AAMS®

Manager of Operations

Nick Thunker, CFP®, ABFP   ,CSA

Service Advisor

Alex Dunne, CPA, CFP®, PFS

 

Service Advisor

John Tatera, CFA 

Investment Specialist

Cole Speer

 

Portfolio Trading Specialist

Dan Hedegard, CFP®, MBA

Financial Planning Specialist

Duncan Pederson

 

Associate Para-Planner

Chris Link, CPA, CFP®, PFS

 

Senior Director

Kyle Grell

 

Tax Manager

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SM

Nick Jackson

Operations Specialist

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Meyglys Mateo

Executive

Assistant

Trisha Downing

Senior Operations Specialist

Sammie McKinney

Operations Administrator / Associate Para-Planner

Jeb Stewart

 

Associate Para-Planner

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Michael Tryon

 

Portfolio Management Specialist

Nicole Nikolay

Executive

Assistant

Interested in learning more about SilverOak?

Contact Us

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