Kelli Macleod

Operations Specialist

As Operations Specialist, I ensure that all client requests are handled promptly, efficiently, and professionally. I maintain our internal systems and manage company data, working behind the scenes to ensure reports are accurate and delivered in a timely manner.

With over ten years of experience in the investment industry, I am dedicated to taking care of the details so our clients don’t have to. I genuinely care about helping each client feel like our only client and providing support to the Silver Oak team.

I enjoy baking, painting, and spending time with my husband and daughters.


  • University of Minnesota, Bachelor of Arts