Florence, KY Cavalier Blvd Office

Ryan Pitts is a CFP® with 17 years of industry experience, currently affiliated with Silver Oak Securities, Incorporated. He has worked at Silver Oak Securities since 2017 and has held roles at several other firms, including Waddell & Reed, Inc. Outside of his advisory duties, he serves as a board member of COVE Federal Credit Union and is involved with the Northern Kentucky Chamber of Commerce. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and model portfolios.

Erik Hoffman is a financial advisor with Silver Oak Securities, Incorporated in Florence, Kentucky, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Silver Oak Securities since 2014. Outside of his advisory role, he is actively involved in life insurance and annuity sales, serving as a life insurance agent and president of Boardroom Brokerage. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering primarily discretionary investment advice tailored to client objectives and risk tolerances.