SEASONED. KNOWLEDGEABLE. ACCESSIBLE.
Established in 2005, Silver Oak is designed and structured to act as the Chief Financial Officer (CFO) for you and your family. In this role, we seek to understand each client’s goals and underlying values pertaining to money, then create a systematic path toward achieving those goals. Further, we delve into and continue to monitor the key components required in maintaining your financial security. By providing holistic guidance to our client’s financial lives, we are more than just wealth managers. We become thinking partners and life coaches.
Our advisers have extensive experience in providing planning and advisory services, with a dedicated mission to treat each of our client’s assets as if they were our own. We take a personal involvement with each and every client to best understand their wants, needs, hopes and fears, and the purpose of money in their lives.
President, MBA, CFP®, CeFT®
Linda, President of Silver Oak Wealth Advisors, has been providing Silver Oak clients with comprehensive wealth management services since 2005 and is responsible for the day-to-day operations of the firm… MORE>
Community Relations/ Business Development, CFP®, CeFT®
Eric was one of the early pioneers of the financial planning profession. Always passionate about understanding and integrating the personal side of money and… MORE>
Wealth Manager, MBA, CFP®
Arianne joined Silver Oak in 2015. In her current role as Wealth Manager, she advises on all aspects of financial planning and wealth management implementation, including complex analysis of corporate compensation and benefits… MORE>
Associate Advisor, MScEng, CFP® Candidate
Laura joined Silver Oak in 2018. As an Associate Advisor, Laura brings her analytical skills and her passion for helping people improve their financial well-being to support clients with financial planning, implementation follow through and portfolio management… MORE>
Thomas joined Silver Oak Wealth Advisors in July 2015, as our Operations Specialist. He is responsible for Operations, which includes Portfolio Administration, Trading, Billing, Back-office Support, Client Relations and Compliance… MORE>
Client Service Associate
Nubia joined Silver Oak in 2015 as the company’s Administrative Assistant. Since then, her role has evolved to Client Services Associate and Notary Public. She is Silver Oak’s “go to” person… MORE>