Emily is the Manager of Operations at SilverOak Wealth Management.  She works closely with our clients to assist them with their account data and account maintenance needs, including account opening, money movement, stock gifting & RMDs along with any other items that come up along the way.  In addition she works closely with Schwab to ensure that our accounts are up to date and items are being handled in a timely fashion.

 

She also oversees the operations department at SilverOak and helps with the professional development of our Administrative Assistants, Operations Specialist & Investment Operations Analyst.

 

Prior to joining SilverOak in 2007, Emily worked as a Financial Advisor at a national financial services organization.  She received her Bachelor of Arts degree in Economics from the University of Wisconsin-Madison, and currently holds designation as an Accredited Asset Management Specialist through the College of Financial Planning.

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Education

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• University of Wisconsin - Madison - B.A. Economics

• Accredited Asset Management Specialist (AAMS®)