In an ever‑changing financial landscape, we take a comprehensive, holistic approach to help clients navigate the complexities of planning. Our team’s decades of industry experience and diverse perspectives allow us to collaborate effectively with each client and their broader advisory team.

We view our clients’ long‑term success as our own, and we welcome open discussions about our compensation. We want clients to clearly understand the costs, structure, and terms of doing business with us. 

We believe investing should serve a clear purpose. Every strategy we design is grounded in each client’s unique circumstances, values, and long-term goals, so portfolios are aligned not just with markets, but with what matters most to our clients.

Clients benefit from the personalized service of a boutique group combined with the extensive resources of Oppenheimer. This approach allows for a wide range of strategies, account types, and research solutions, supported by leading technology and industry expertise, while maintaining frequent communication and proactive client service.

Chief Investment Strategist

Head of Technical Analysis

Managing Director, Head of Financial Planning

President of Oppenheimer Life Agency, Ltd.

Senior Director, Oppenheimer Asset Management

Executive Director, Oppenheimer Asset Management