Your Financial Transition Partners
Seasoned. Knowledgeable. Caring.
Established in 2005, Silver Oak seeks to understand each client’s goals and underlying values pertaining to money; then we create a systematic path toward achieving those goals. We delve into and continue to monitor the key components required to maintain your financial well-being. As we provide holistic guidance and become a part of our client’s financial lives, we find that, over time, we become more than “just” wealth managers – we become thinking partners and life coaches.
Our team has extensive experience providing planning and advisory services. We work as fiduciaries, putting our clients’ needs first, treating their assets as if they were our own. While you may think that all financial advisors are legally required to always act in their clients’ best interests, that is not the case.
“A fiduciary is defined by the legal and ethical requirement to put your best interest before their own.”
In addition, our team has earned the following credentials:
- Certified Financial Transitionist® (CeFT®) through the Sudden Money Institute
- Certified Financial Planner® (CFP®) through the CFP Board of Standards
- Life Planning Coursework through the Kinder Institute of Life Planning
- MBA in Finance from New York University’s Stern School of Business
- Master’s of Science in Personal Financial Planning from Kansas State University
- Bachelor’s Degree in Economics from UCLA
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.
Learn about our team members below.
LINDA CAO
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.
ERIC BRUCK
Principal-Emeritus/Community Relations/ Business Development, CFP®, CeFT®
Eric has been in the Financial Planning profession since 1988. Always passionate about understanding and integrating the personal side of money into the advisory relationship, he developed his first Financial Plan for a client in 1981.
LAURA ROBAYO
Lead Wealth Advisor & CCO, MScEng, CFP®, CeFT®
Laura joined Silver Oak in 2018. As a Lead Wealth Advisor, Laura helps clients navigate life’s financial transitions through financial planning, implementation follow-through, and portfolio management.
ALYSSA CREWS
Wealth Advisor, MsPFP, CFP®
In her role as a Wealth Advisor, Alyssa combines her analytical skills with the joy she finds from helping others reach a place of financial peace and confidence.
THOMAS ABRAHAM
Operations Specialist
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.
SPENCER PRICE
Financial Analyst
Spencer Price is a Financial Analyst at Silver Oak Wealth Advisors and is on track to earn his CFP® credential.