Advisors at this firm
Brent H
CFP®, Series 65
Portland, OR
Silver Oak Advisory Group
Brent Hunsberger is a CFP® with 14 years of industry experience and has been with Silver Oak Advisory Group since 2014. Based in Portland, OR, he also works as a freelance journalist for Oregonian Media Group, producing stories and multimedia content on Medicare open-enrollment. Silver Oak Advisory Group delivers personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversified portfolios using no-load mutual funds and ETFs, with client-tailored investment policy statements and a largely non-discretionary advisory approach.
Jessica H
CFP®, Series 65
Portland, OR
Silver Oak Advisory Group
Jessica Howe is a CFP® with 17 years of industry experience and has been with Silver Oak Advisory Group in Portland, OR, since 2004. She holds a Series 65 license and is one of three advisors at the firm. Silver Oak Advisory Group provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation and diversification using no-load mutual funds and ETFs, with portfolios tailored to each client’s needs and documented in investment policy statements.
Parker G
CFP®
Portland, OR
Silver Oak Advisory Group
Parker Gallagher is a CFP® professional with two years of experience currently working at Silver Oak Advisory Group. Prior to joining Silver Oak, he was employed at Allen Trust Company and Allen Capital Management for four years and has held positions at First Citizens Bank and Wells Fargo. Outside of finance, he was involved with Creek Coffee from 2016 to 2020. Silver Oak Advisory Group provides personalized financial planning and investment management to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and correlation analysis to build diversified portfolios tailored to each client, primarily using no-load mutual funds and ETFs with a buy-and-hold approach and limited discretionary authority.