Our Team

Eric focuses on wealth building strategies for the complex issues facing the high-net-worth market place. Eric graduated from the University of Toledo with a B.S. in Management with a Concentration in Finance. He has since completed and holds the Certified Investment Management Analyst® (CIMA®) designation awarded by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania.

Over the years, Eric has been an active volunteer for Junior Achievement, the United Way, Susan G Komen Breast Cancer Foundation, the Duke Cancer Center, Warrior for Life fund, The Jackson Weis Foundation, Toys for Tots, The Foodbank and Guys doing Good. Eric and his other half Kris reside in Virginia Beach, Virginia and have 7 children between them.

A proud native of Virginia’s Eastern Shore, Mary E. McKenna serves as Senior Director – Investments at Oppenheimer & Co. Inc. in the firm’s Accomac office. With a deep commitment to helping individuals, families, and businesses achieve their financial and retirement goals, Mary brings decades of experience and a client-first philosophy to every relationship.

Throughout her career in banking and financial services, Mary has remained focused on making a meaningful impact in the lives of her clients. She believes success is not only reflected in investment performance but also in the realization of her clients’ personal, family, and business aspirations. Her approach is marked by integrity, excellence, and a relentless dedication to putting her clients’ interests first.

In June 2025, Mary joined The Bartok Private Client Group at Oppenheimer & Co. Inc. She is a CERTIFIED FINANCIAL PLANNER™ professional, having earned her CFP® designation from the CFP Board, and holds a Bachelor’s degree from Virginia Tech.

Mary resides in Accomack County and actively contributes to her community through service on the Board of the Virginia Eastern Shore Land Trust. Outside of work, she enjoys boating, golfing, playing pickleball, spending time in nature, and sharing moments with family and friends.

Melissa entered the financial services industry in 1989. During her career, she has spent time with Dean Witter Reynolds, Raymond James, Ameriprise and has currently been with Oppenheimer & Co. Inc. since January of 2019. Melissa is fully registered and holds her series 7, 9, 10 and 66 licenses.

On a personal note, while not a Hampton Roads native, she has lived in the area since 1987. Melissa was born and raised in the southwestern part of Virginia where she still has family members today. Whenever she gets a chance, Melissa goes back there to visit family and friends who she still maintains relationships with.

Melissa and her 2 daughters, Kaitlin and Megan, reside in Virginia Beach. In their free time, they all love going to Busch Gardens, Water Country USA and Sandbridge beach on weekends in the summer. They also enjoy quiet time at home having family game nights.