Our Silverhawk Team

Executive Team

Paul J. Mershon

CFP®, CLU, ChFC®, RHU
Founder, Private Wealth Advisor

Joe Laux

CFP®, CPWA®, CEPA®
CEO, Managing Partner, Private Wealth Advisor

Zachary Green

CEPA®
Chief Growth Officer, Private Wealth Advisor

Shanna Rivera

Director of Operations

Wealth Advisors

Kaitlyn Laney

CFP®
Private Wealth Advisor

Nicholas Fisher

CFP®, CRPC®
Private Wealth Advisor

Scott Hadley

Private Wealth Advisor

David Bean

CPA®, CEPA®
Private Wealth Advisor

Aaron Headley

CFP®
Private Wealth Advisor

Client Services

Eric Tseng

Wealth Planning Analyst II

Sydney Lyons

Wealth Planning Analyst I

Rhiana Whitmire

Marketing Manager

Alison Brownell

Insurance Operations Manager

Kimber Prosser

Executive Assistant

Chandra Catron

Executive Assistant

Nannette Barras

First Impression Coordinator

Kelly Jackson

Client Associate

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Drew Reisdorff

Senior Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Kevin Zlomke

Director of Trading

Matthew (Matt) Smith

Senior Trader

Todd Knott

Senior Institutional Trader

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner, Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Matt Lewis

Vice President, Insurance

Matt Kory

Vice President, Retirement Programs

Kimberly Flynn

CFP®
Director, Wealth Planning

Scott Berryman

JD
Director, Trust Services

Mike Valenti

CPA, CFP®
Director, Tax Planning

Chris Tooker

AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Karl Strube

Senior Tax Planner

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner