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. In her role as advisor, Linda works closely with each client to develop a customized financial plan centered on their core values. Linda consults on wealth protection, enhancement, and transfer issues, and designs an investment portfolio that reflects each client’s unique risk profile and financial needs.
In addition to her strong analytical skills and financial knowledge, Linda brings with her a deep and genuine interest in helping clients to achieve a balanced and fulfilled life with the resources they have. She strives to support and inspire her clients to make sound financial decisions by infusing their life dreams, goals, and purpose into their spending, investments, risk management, and estate plans. She is a licensed Certified Financial Planner (CFP®) and Certified Financial Transitionist (CeFT®). She actively hosts Women’s Circle to “change the conversation” about personal finance for women and participates in advisory communities to empower, educate, and engage women in the management of their personal finance. She also specializes in empowering widows to lean into life, build resilience and make a positive difference in the world.
Before joining Silver Oak Wealth Advisors, LLC, Linda worked as a business analyst for four years in Beijing, China, and six years in Connecticut, at Fortune 500 companies. Linda received her Bachelor of Arts degree from Beijing Foreign Studies University and her MBA in Finance from New York University’s Stern School of Business. Linda lives in West Los Angeles with her family and enjoys reading, yoga and meditation practice, traveling, and social activities with family and friends.
Community Relations/ Business Development, CFP®, CeFT®
Eric is one of the early pioneers of the Financial Planning profession. 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.
In 1984, he became a Registered Investment Advisor (RIA) with the SEC and received his CFP® designation in 1988. Eric has always held with pride his fiduciary, or “always client’s interests first,” standard of care with every client. As a principal founder of his former firm, Eric has been selected by Wealth Manager Magazine as one of the Top 250 Planners in the U.S. for three years in a row and was a four-time presenter at the L.A. Times Investment Strategies Conferences. He has been quoted widely in local and national publications and was featured in a cover article in the May 2012 Financial Planning Magazine. In 2016, he, along with the other Silver Oak firm Principals, achieved the CeFT® (Certified Financial Transitionist®) designation in furtherance of the firm’s commitment to providing contextual guidance to clients going through a life transition and where financial decision-making ability is compromised.
Eric is the former President of the Financial Planning Association (FPA) of Los Angeles and created and presented, in consecutive years, sessions on leadership at the FPA Chapter Leadership Conference. He also serves on the Advisory Council of OPICA, a non-profit which provides day relief to family caregivers with loved ones suffering from dementia and Alzheimer’s.
At the moment, Eric is concentrating his efforts exclusively on fostering growth in Community Relations and Business Development at Silver Oak.
Eric resides on the Westside of Los Angeles with his wife, Lisa. Their two young adult children graduated from college in 2018 and 2019 respectively, while their furry, 4 legged child, Rocco, keeps them company at home.
Wealth Advisor, MScEng, CFP®
Laura joined Silver Oak in 2018. As a Wealth 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.
Prior to joining Silver Oak Wealth Advisors, Laura was based in Bogota, Colombia, where she developed her career as a director and trader in the oil and gas industry. She excelled in numerous complex financial transactions and analyses. She also served as a university Adjunct Professor, where she taught Systems Thinking at Organizations. Laura received a Bachelor of Science in Industrial Engineering degree and a Master of Science in Industrial Engineering degree from Universidad de Los Andes in Bogota, Colombia.
Laura lives in Westwood with her husband. She enjoys yoga, music, traveling, spending time with her family, and volunteering for non-profit organizations for children in need in developing countries.
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. Post-graduation, Alyssa enrolled in a graduate program through Kansas State University and is now pursuing her M.S. in Personal Financial Planning, with a concentration in financial therapy. While her educational experience has centered around investment research and analysis, she enjoys all areas of the financial planning process and is on track to earn her CFP in two years. In her role at Silver Oak, she combines her analytical skills with the joy she finds from helping others reach a place of financial peace and confidence. Alyssa lives in western Montana with her husband, and outside of work enjoys hiking, reading, spending time with family, and a variety of knitting projects.
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. He brings over 15 years of experience in financial services and working with wealth management firms. Previously, he was the Operations Associate at KAM Advisors in Beverly Hills for five years and handled various operational and administrative duties. Prior to that, he had worked for Abrams, Factor & Associates in Beverly Hills for six years in the same role. He graduated from UCLA with a Bachelor’s Degree in Economics. Thomas is a life-long Angeleno, having grown up, gone to school, and worked in West Los Angeles most of his life.