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
CEO & Founder

Chip Allen

Chief Financial Officer

Doug Baxley, CFP®

Chief Compliance Officer

Alan Wolford, CFS, CAS

Senior Vice President,
Business Development

Kyle Kuyat CFP®, ChFC®, RICP®

Vice President,
Business Development

David Melendy

Vice President,
Managing Director,
Advisory Services

Bill Reuther

Deputy Chief Compliance Officer

Kelley Harrell

Senior Manager,
Service & Operations

Landon Moore, AIF®, BFA™

Business Relationship Manager

Adam Koson

Advisory Services Specialist

Michael Olmstead

Senior Insurance Product Specialist

Rob Ahler, CMT®

Trade Specialist,
Equity, Operations, Fixed Income

Charlotte Gaines

Brokerage Services

Shirley Borden CFP®, MBA

Director of Due Diligence

Amy Curl

Advisory Service,
Reconciliation Manager

Honor Clement

Director of Back Office Operations

Evelyn Sharp

Admin Assistant

Ann Hopkins

Admin Assistant

Jim Zipursky

Investment Banking Managing Director

Josh Travis, CFS®

Senior Vice President,
Business Development – Southeast Region

Tune in to the BluePrint Podcast

Hosted by Billy Hopkins and Kyle Kuyat, the BluePrint podcast is a guide for financial professionals on the road to independence. Together with featured guests, Billy and Kyle cover everything from high-level strategy to the specific, day-to-day operational tasks that help financial professionals become stronger entrepreneurs, grow their practices, and think differently about independence.

LISTEN TO THE SHOW

Ready to Claim Your Independence

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

CONNECT WITH US