Darryl Lynch has worked with guardians and trustees throughout the years. He has recommended best practices for attorneys and guardians across the country. Shortly after earning his MBA from Duke University in Durham, NC he began his 35+ year career in the financial services industry. He has been a member of the National Guardianship Association (NGA) since 2002 and currently sits on the Center for Guardianship Certification’s (CGC) review board. He earned the Accredited Investment Fiduciary (AIF)® designation, from the Center for Fiduciary Studies.
Peter Palumbo, Director – Investments of Oppenheimer & Co. Inc. since 2007. He is a member of the National Guardianship Association (NGA). Together, Kathy Palumbo and Peter formed The Palumbo Group. Peter provides customized fi nancial strategies to clients striving to optimize professional wealth management and estate planning for wealth transfer between generations.
Kristin Sackmann is a Senior Financial Advisor at Oppenheimer & Co. Inc. (Oppenheimer) in the Bellevue, WA office. She joined the firm in 2005 as a Client Service Associate and has helped develop procedures to better serve the Guardian, Conservator, and Trustee relationships serviced by our team.