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Chris Link personal email
After 22 years working with a tax focus in public accounting, I have transitioned my focus to providing comprehensive financial planning with SilverOak Wealth Management, LLC. After earning my Certified Financial Planner (R) designation in 2003 to further expand my knowledge base, I have been looking for a way to incorporate these skills into my daily work. Joining SilverOak provides me the opportunity to continue to utilize and build upon my tax expertise with closely held business owners and high net worth individuals to provide a more comprehensive financial service package.Many of our clients already have strong relationships with outside accountants, attorneys and insurance professionals. Part of my role is to identify and collaborate with outside professionals so that we collectively achieve outcomes that are best suited for each client's unique situation. I am fortunate to work in a profession where almost everyone I meet can benefit from our comprehensive services at some point during their lifetime. Constant change within our tax and financial systems make it more and more complex to the point that opportunities and pitfalls exist for every individual and business. Helping clients gain a better understanding of their tax and financial situation by identifying opportunities available to them gives me a sense of purpose that is just as important as the long standing relationships it helps to create.If you are looking for a new perspective or someone to help you navigate the important tax and financial decisions you may be encountering, I hope we can connect soon and discuss how our team at SilverOak Wealth Management, LLC can help you.
Silveroak Wealth Management, Llc
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Senior DirectorSilveroak Wealth Management, Llc Jan 2020 - PresentEdina, Minnesota
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Director Of Tax PlanningAccredited Investors Wealth Management® Sep 2017 - Jan 20205200 West 73Rd Street, Edina, Mn 55439Accredited Investors Wealth Management is a comprehensive, fee-only advisory firm committed to helping clients see the possibilities that wealth creates by aligning their resources and values. Accredited's deeply experienced wealth management staff, with diverse backgrounds in accounting, law, investment research, banking, and philanthropy, work together to craft personalized strategies for each client family. We collaborate with our clients' own attorneys, accountants, and insurance professionals to collectively achieve outcomes that are best for each client's situation. We are fee-only wealth fiduciaries. We vow to put our clients' interests ahead of our own, and our team works to clearly understand each client's needs. Accredited has designed a work environment that seeks to create harmony between a demanding, high-achieving atmosphere of professionalism and a family-friendly culture that values the personal lives of its staff members. Accredited has been named one of the Best Places to Work by the Minneapolis/St. Paul Business Journal for companies between 25-49 employees for three years in a row. Founded in 1987, Accredited manages approximately $1.9 billion of investment assets. Experience Accredited. -
Director Of Tax PlanningAccredited Investors Wealth Management® Sep 2017 - Jan 2020Edina, Mn
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Tax Senior DirectorBdo Usa, Llp Jul 2013 - Sep 2017Edina, Mn -
PartnerMoquist Thorvilson Kaufmann 2006 - Jun 2013Edina, MnAs an MTK Partner, I provide services to both business and individuals in the areas of tax compliance, tax planning and personal financial planning. Additionally, I’ve been involved with state and local tax compliance, sales tax and income tax exams, and payroll tax and related benefits consulting.
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AccountantCaldwell, Taylor & Brown, Ltd Aug 1995 - Oct 2006Greater Minneapolis-St. Paul Area
Chris Link Skills
Chris Link Education Details
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Economics
Frequently Asked Questions about Chris Link
What company does Chris Link work for?
Chris Link works for Silveroak Wealth Management, Llc
What is Chris Link's role at the current company?
Chris Link's current role is Senior Director at SilverOak Wealth Management, LLC.
What is Chris Link's email address?
Chris Link's email address is jo****@****cpa.com
What schools did Chris Link attend?
Chris Link attended Macalester College.
What are some of Chris Link's interests?
Chris Link has interest in Cheering On My Favorite Sports Teams, Playing Golf, Coaching Youth Sports.
What skills is Chris Link known for?
Chris Link has skills like Tax, Strategic Financial Planning, Financial Reporting, Financial Planners, Income Tax, Accounting, Services, Mergers, Compliance Services, Payroll Taxes, Sales Tax, Multi State Taxation Financial Planning.
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