Joanna S. Slade, CLU®, CFP®, EA
Advisory Representative
For over 30 years, I have had the honor of assisting clients in the areas of insurance and investment planning. I am licensed to offer life and health insurance, including Medicare health products, annuities, dental and vision products. I offer investments and advisory services through Silver Oak Securities.
I am also a Notary Public and Enrolled Agent*, a Federally authorized tax practitioner empowered by the U. S. Department of the Treasury to represent taxpayers before the Internal Revenue Service for tax issues relating to audits, collections, and appeals (tax resolution services).
*Licensed but not practicing on behalf of Silver Oak Securities. Silver Oak Securities and its representatives do not offer tax or legal advice.