As a premier wealth management firm serving individuals and families throughout the United States, it is incumbent that our clients experience exemplary service in each interaction with us. To accomplish this, we have assembled an exceptional team of talented and committed individuals, whose common mission is to assist you with all areas of your personal finances.
While we are proud of our team’s professional accomplishments and knowledge, our clients frequently remark that it is our personal touch that truly sets us apart, as we combine caring concern with an abundance of knowledge, experience and wisdom.
We invite you to learn about our team.
Please click on a team member below to view their full biography details.
President, Partner, Chief Compliance Officer
Partner of Compliance & Operations
Manager of Operations
Operations Administrator / Associate Para-Planner
Portfolio Trading Specialist
Client Service Specialist / Executive Assistant
Interested in learning more about SilverOak?