Meet Luna: Silver Oak’s Chief Happiness Officer

In the independent advisory space, talented professionals with decades of experience, loyal clients, and hard-earned knowledge are winding down – pulling back, riding margins, and waiting for an exit.

At the same time, we’re in an era of staggering opportunity: by 2034, the industry is projected to have 33% fewer advisors than it needs while roughly 71 million Americans will have a million or more in assets. 

The advisors best positioned to close that gap are the ones coasting to the finish line.

In his latest Linkedin article, Silver Oak CEO Billy Hopkins explores the concept of Level 5 Ambition, a philosophy drawn from Jim Collins’ work on Level 5 Leadership. The best builders aren’t grinding for the sake of a bigger number. They’re disciplined, humble, and focused on building something that outlasts them.

That’s what this industry needs more of right now.

If you got your license in the 1990s, you carry with you knowledge that no seminar or AI chatbot can replicate. You survived the dot-com crash, 2008, the pandemic. Your clients, their children, and the next generation of advisors need the wisdom that will walk out the door with you if you don’t make it a point to pass it on.

Read the full article for a closer look at Level 5 Ambition, the business case for building a firm that lasts longer than you, and small moves you can make right now to ensure the independent advisory world endures.

Read More 

Luna brings over 77 years of experience (in dog years) to her role as Chief Happiness Officer, where she oversees all morale initiatives, wellness programming, and spontaneous celebrations.
 
A seasoned professional in the field of unconditional positive regard, Luna has built her career on a foundation of enthusiastic greetings, strategic lap placements, and an unwavering open-door policy. She is widely recognized for her ability to read a room—particularly when that room contains snacks.

Prior to her current role, Luna served in various capacities including Director of
Perimeter Security, where she managed a robust alert system for delivery vehicles,
squirrels, and the occasional leaf. She also held the position of Senior Nap Strategist, pioneering the now-famous “Sunny Spot Optimization” methodology.
 
Luna’s leadership philosophy centers on presence. She believes that showing
up—ideally underfoot—is 90% of success. Her signature move, the “Head on Knee
During Important Calls,” has been credited with humanizing countless client
interactions.
 
She holds advanced certifications in Treat Negotiation, Ball Retrieval (with honors), and the Sustained Soulful Stare. Her peer-reviewed work on the correlation between belly rubs and workplace satisfaction remains highly cited among staff.

When not in meetings (or napping under the conference table), Luna enjoys long
walks with no clear agenda, investigating suspicious noises, and mentoring junior
team members on the art of looking busy while doing absolutely nothing.
 
She is yellow, furry, and available for consultations. Biscuits accepted in lieu of
payment.