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.

Olivia has been working at Oppenheimer and with the Bartok Private Client Group for a year and a half now. She has a bachelors in Finance from Virginia Tech (Go Hokies!), that she graduated Magna Cum Laude from in 3 years. Olivia is fully registered and holds her SIE, Series 7, & Series 66 Licenses.

Olivia has always been passionate about finance and is now living her dream helping clients every day. She thoroughly enjoys connecting with and taking care of people from all different walks of life. A Chesapeake native, she is extremely familiar with the Virginia Beach area and loves working close to home. She serves as the Virginia Tech Alumni Association’s Young Alumni Chair as well, just to meet all the newly graduated Hokies and help them adjust to the Tidewater Area. While she is not in the office, Olivia enjoys reading Stephen King books, doing Orangetheory, and traveling (anywhere and everywhere!).

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.

Shellie has been with Oppenheimer as part of The Bartok Private Client Group for one year now. Shellie graduated from the College of Southern Maryland with a degree in Criminal Studies and Photography. Shellie is currently working on becoming fully registered and has the SIE under her belt, with the Series 7 & Series 66 on the horizon.

While Shellie has not spent a majority of her career in the financial industry, she has spent some time working in a commercial banking environment where providing top level care to high end clients was her number one priority.

Shellie is originally from Pennsylvania (Here we go, Steelers!), but grew up in Maryland on the water, where she still visits frequently. While visiting, she enjoys a day of indulging in blue crabs and all water related activities. In her free time, you will most likely find Shellie training for her next race or planning a trip for her next getaway.