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King Joins SilverOak as Director
Shannon A. King, CPA/PFS,CFP®, CIMA, MBT, has joined SilverOak Wealth Management LLC in the position of Director.
SilverOak Wealth Management LLC is pleased to announce that Shannon A. King, CPA/PFS,CFP®, CIMA, MBT, has joined our firm as Director to enhance our ability to improve our clients' lives through education, comprehensive financial planning, and investment consulting based on personal values.
Shannon has over 10 years of experience in assisting individuals and corporations to develop, implement and monitor their investment strategies. He previously led the Midwest Investment Advisory practice at a multi-national financial services organization. In addition, he has extensive experience developing, delivering and managing financial education workshops designed to educate employees on their personal finances. He can be reached at 612-373-9049 or at sking@silveroakwealth.com.
SilverOak Wealth Management LLC is a provider of independent comprehensive financial planning services. Our success is measured not only by our clients' increased social and personal wealth, but also by their achievement of life goals and dreams. Our accomplishments assisting our clients in meeting their goals have been recognized by various awards, including being named as Cream of the Crop - Bloomberg's Top Wealth Managers, for both 2001 and 2002.
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