My Profile | Network In Action
  • Basic Information

  • Company
    SilverOak Wealth Management LLC
  • Phone
    (952) 906-5703
  • Mobile phone
    (612) 961-6944
  • Email
  • What is your "why"? Why do you do what you do?
    I am a solution provider at heart and strive to help people achieve their life and financial goals. As a fiduciary, I provide advice that is solely in the best interest of my clients. I enjoy meeting and people and am a good listener and connect my extensive experience and technical skills to help my clients achieve financial peace of mind.
  • About me
    I am married and have two adult sons and grew up in White Bear Lake MN. I have always been passionate about learning and have been involved in the financial markets since graduating from Carleton College. I started my career as a stock broker but quickly realized that I did not have the necessary technical skills and experience to help clients. I transitioned to the institutional side of the business and spent 15 years as an analyst and small and mid cap manager in the Twin Cities and Cleveland, Ohio. In 2008 I joined SilverOak Wealth Management so that I could utilize my technical skills but work with and directly help clients.
  • Profession
    Financial Planning and Wealth Managment
  • Title
    Partner and Senior Advisor
  • Hobbies and interest
    Family, Investing, Cooking, Gardening, Fantasy Football, Golf (Maybe returning to it after a 21 year hiatus) and Travel
  • Website
  • Unique Selling Proposition
    I am a fiduciary advisor who provides advice solely in the best interests of my clients and provide comprehensive advice on all financial matters in my client's life. I am also fee-only and am not paid any commissions or incentives outside of what I am paid by my clients. As our firm started within a CPA firm, we provide our clients comprehensive tax planning as part of our service.
  • Education

  • College / University
    Carleton College
  • Graduation Year