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.

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

 

President, Partner, Chief Compliance Officer

Kim Schwichtenberg, CPA, CFP®, PFS

 

Partner, Chief Manager

Kathy Nelson, CPA, 

CFP®, PFS

 

Partner

Janelle Luense, CFP®, AAMS®, IACCP®

 

Partner of Compliance & Operations

Emily Rogers, AAMS®

Manager of Operations

Jessica Hass

 

Administrative Assistant

Nick Thunker, CFP®, CSA

Service Advisor

Sammie McKinney

Administrative Assistant

Alex Dunne, CPA, CFP®, PFS

 

Support Advisor

Trisha Downing

Operations Specialist

John Tatera, CFA 

Investment Specialist

Jen Boeckmann

Investment Operations Analyst

Jason Worden, CPA,

MBT

 

Director of Tax Services

Duncan Pederson

 

Associate Para-Planner

Dan Hedegard, CFP®, MBA

Para-Planner

Allen Kaufmann, CPA

Partner

John Thorvilson, CPA

Partner

Alec Henrickson

 

Associate Para-Planner

Interested in learning more about SilverOak?

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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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.

© 2019 SilverOak Wealth Management LLC.  All rights reserved.