MEET THE SILVER OAK TEAM

Every independent financial professional remembers the truly great firm they worked with – the one that was friendly, responsive and forward-thinking. The one that cared about you and your clients, and understood where you wanted your practice to go. The one that trusted you to make the best decisions for your clients – and empowered you to do so.

That’s the firm we built Silver Oak to be.

MEET THE SILVER OAKTEAM

Every independent financial professional remembers the truly great firm they worked with – the one that was friendly, responsive and forward-thinking. The one that cared about you and your clients, and understood where you wanted your practice to go. The one that trusted you to make the best decisions for your clients – and empowered you to do so.

That’s the firm we built Silver Oak to be.

THE STORY BEHIND SILVER OAK...

It started as a small broker-dealer supporting commission-only reps in 1999, and has evolved over time into a full-service financial institution offering a comprehensive suite of advisory solutions. At Silver Oak, we have a passion for the independent financial professional, and we’re fueled by helping them serve their clients the best way they know how.

Our Service Team

Billy Hopkins
Billy Hopkins
CEO & Founder

Chip Allen

Chief Financial Officer

AJ Gedwill

VP Business Development

David Melendy

Chief Operating Officer,
Managing Director Advisory Services

Bill Reuther

Chief Compliance Officer

Kelley Harrell

Senior Manager,
Service & Operations

Landon Moore, AIF®, BFA™

Business Relationship Manager

Rob Ahler

Rob Ahler, CMT®

Trade Specialist,
Equity, Operations, Fixed Income

Charlotte Gaines

Brokerage Services

Jim Zipursky

Investment Banking Managing Director

Tom McGuire

SVP, Growth & Strategic Partnerships

Hollie Murrin

Director of Marketing

Ready to Claim Your Independence

Set up a time to talk with our team today about making Silver Oak your new home.

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