Shannon is a Partner and President of SilverOak Wealth Management LLC. He has over 20 years of experience in the investment consulting and financial planning industries. Prior to joining SilverOak, Shannon led the Midwest investment advisory practice for a large multi-national financial services organization. He was responsible for developing and implementing due diligence and investment strategy.

 

Shannon has extensive experience working with executives of Fortune 500 companies, entrepreneurs, small business owners, and other high net worth individuals in developing and implementing comprehensive financial plans. This includes assisting with issues such as investment strategy, retirement planning, risk management, stock option planning, compensation and benefits planning, and estate planning. In addition, he is passionate about financial education, and regularly provides financial education sessions to families as well as corporate executives and businesses.

 

In addition to working with individuals, Shannon also works closely with small businesses in setting up and monitoring their 401(k) plans. He works hands-on with business owners and other plan trustees to ensure compliance with ERISA and other fiduciary responsibilities. He is also involved in meeting with plan participants to promote effective participation in the 401(k) plan.

 

Outside of SilverOak, Shannon is proud to partner with Children’s Minnesota as Chair of Children’s Minnesota Legacy Advisors, a group of advisors who recognize and encourage charitable planning strategies as a way to serve clients and ultimately the community. Shannon also serves as a member of the Children’s Minnesota Foundation Board.

 

His wide array of experiences and comprehensive approach is quite unique. By recognizing and understanding the correlation between the various aspects of an individual's finances, Shannon is able to deliver exceptional advice and value to his clients and their families.

 

Education

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• Southern Illinois University - B.S. Accounting

• University of Minnesota - MBT (Masters of Taxation)

• Certified Public Accountant (CPA)

• Certified Financial Planner (CFP®)

• Personal Financial Specialist (PFS)

• Certified Investment Management Analyst (CIMA®)

• Certified Private Wealth Adviser (CPWA®)

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Professional Affiliations

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• Member, Financial Planning Association

• Member, AICPA American Institute of Certified Public Accountants

• Member, IMCA Investment Management Consulting Association