Your Financial Transition Partners

Seasoned. Knowledgeable. Accessible.

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. According to the Cornell Law Dictionary, “A fiduciary duty is the highest standard of care.” It entails always acting in your beneficiary’s best interest, even if doing so is contrary to yours.” 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:

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 now.

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… MORE>

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… MORE>

Laura Robayo


Lead Wealth Advisor, MScEng, CFP®

Laura joined Silver Oak in 2018. As a Lead Wealth Advisor, Laura brings her analytical skills and her passion for helping people improve their financial well-being to support clients … MORE>

Alyssa Crews


Wealth Advisor, MsPFP, CFP®

Alyssa joined Silver Oak in 2021 as an Associate Advisor. She graduated from Whitworth University in Spokane, Washington with a B.B.A. focused on finance … MORE>

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 … MORE>


Associate Advisor

Hollyn joined Silver Oak in October 2022 and supports the Advisory and Operations team. Prior to joining Silver Oak  … MORE>