PLAN. GROW. PROTECT.
Silverhawk Private Wealth is a wealth management firm. It is our mission to plan, grow and protect your wealth. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible.
At Silverhawk, our mission is unique in that it shifts and evolves strategically with your needs, depending on your financial goals and resources, the ever-changing economic environment, the opening and closing of financial opportunities, and the existing and evolving government regulations and taxation policies. We seek to provide holistic, innovative strategies you won’t find elsewhere.
Learn more about our services:
PLAN. GROW. PROTECT.
Silverhawk Private Wealth is a wealth management firm. It is our mission to plan, grow and protect your wealth. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible.
At Silverhawk, our mission is unique in that it shifts and evolves strategically with your needs, depending on your financial goals and resources, the ever-changing economic environment, the opening and closing of financial opportunities, and the existing and evolving government regulations and taxation policies.
Executive Team
Paul J. Mershon, CFP®, CLU, ChFC®, RHU
Founding Partner
Joe Laux, CFP®, CPWA®, CEPA®
Certified Private Wealth Advisor®
CEO and President
Shanna Rivera
Director of Operations
Portfolio Management Team
Gregory R. Lai, CFA
Co-Investment Team Leader, Affinity Investment Advisors, LLC
Alex Hsiao
Co-Investment Team Leader, Affinity Investment Advisors, LLC
Private Wealth Advisors
Paul J. Mershon, CFP®, CLU, ChFC®, RHU
Founding Partner
Joe Laux, CFP®, CPWA®, CEPA®
Certified Private Wealth Advisor®
CEO and President
Kaitlyn Laney, CFP®
Private Wealth Advisor
Zachary Green, CEPA®
Private Wealth Advisor
Scott Hadley
Private Wealth Advisor
Nicholas Fisher, CFP®, CRPC®
Private Wealth Advisor
David Bean, CPA®, CEPA®
Private Wealth Advisor
Aaron Headley, CFP®
Private Wealth Advisor
Paraplanning Team
Eric Tseng
Paraplanner II
Sydney Lyons
Paraplanner I
Client Support Team
Rhiana Whitmire
Business Development Manager
Alison Brownell
Insurance Support Specialist
Lauri Van Stone
Advisor Support and Client Concierge
Kimber Prosser
Executive Assistant to Paul J. Mershon
Robyn Waltz
Executive Assistant to Joe Laux
Nannette Barras
First Impressions Coordinator | Receptionist
Insurance Specialist
