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.
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.
THE STORY BEHIND SILVER OAK...
Our Service Team


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.

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