A Show For Independent Financial Professionals
Presented By Silver Oak Securities
A podcast for financial professionals, by financial professionals, BluePrint is a guide for those on the path to independence. Whether you’re beginning to kick the tires, or you’ve been an independent professional for years and you’re simply looking to hone your skills, modernize your practice, and fortify your client relationships, this show is for you.
We cover topics that dig deeper into helping financial professionals become better entrepreneurs, grow their practices, and think differently. Discussing everything from high level strategy to the nitty gritty, day-to-day operations that make a big impact, our goal is to empower you with the resources you need to thrive.
Kyle Kuyat is Managing Director of Practice Management & Digital Marketing for Silver Oak Securities, Inc. In this role, Kyle is responsible for business development of Silver Oak’s professionals and the firm.
Committed to keeping his foot on the gas in his career and education, Kyle is in the 5% of CFP® professionals under 30 years old. Most recently Kyle served as Sales Team Lead at Jackson National. Prior to this, Kyle was an internal wholesaler at Jackson, where he helped accumulate over $750 million in assets in less than 5 years.
Kyle lives in Charlotte, NC however is moving back to Nashville, TN in the spring. During his downtime, Kyle enjoys hockey, reading, Star Wars, and working out.
Kyle is a CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant, and Retirement Income Certified Professional. He’s insurance licensed for life and variable contracts; and holds his FINRA Series 6 & 63 licenses.
Billy Hopkins is President and CEO of Silver Oak Securities, Inc. Billy Started the firm in 2000 and has served the role since inception. He holds a series 7, 24, 4, 66 & 53. Billy earned a business degree from Lambuth University in Jackson, TN. Billy is married to Rachel and has two boys Sam & Jude. His hobbies are music, trail running and sports, including Tennessee Volunteers and St. Louis Cardinals.