Darryl Lynch is highly regarded in the financial services sector, especially renowned for his expertise in Inherited IRA Special Needs Trusts. With a tenure of over 35 years, Darryl currently leads as Managing Director-Investments at Oppenheimer & Co. Inc. His role not only demands deep understanding and skill in financial planning but also a compassionate approach to advising Conservators, Guardians, Elder Law Attorneys, and Trustees on investments tailored to their unique needs. Darryl's expertise is so well-regarded that he is frequently invited to speak at national conferences, underscoring his role as a champion for advocacy in the special needs area.
Darryl's academic journey took him to Duke University, where he earned his MBA, laying a solid foundation for his career. His combination of professional excellence and educational pedigree positions Darryl as a pivotal figure in the field, whose advice and guidance are sought after by professionals nationwide.
Residing in the Seattle area, Darryl's life outside of work reflects his deep appreciation for the natural world, particularly the backyard creatures that frequent his home. He shares a special affinity for crows, squirrels, and raccoons, finding joy and relaxation in observing and interacting with these local inhabitants.
Peter Palumbo, Director – Investments of Oppenheimer & Co. Inc. since 2007. He is a member of the National Guardianship Association (NGA) with an expertise in Special Needs Inherited IRA Trusts. Peter provides customized ﬁnancial strategies to clients striving to optimize professional wealth management and estate planning for wealth transfer between generations.
Peter’s desire to provide customized investment strategies to the legal community was established early in his life by emulating the dedication of his father, attorney Peter “Pete” J. Palumbo Jr. and his great uncle Honorable Pascal “Pat” Palumbo.
Peter graduated from Saint Louis University High and Marquette University.
In his spare time, Peter is active in his community, holding leadership positions on several charitable Boards, to include: White House Jesuit Retreat, Our Lady of Lourdes Endowment and Finance Committees, and the Marquette University Club of St. Louis Scholarship.
With an emphasis on Wealth Education, Peter understands that establishing a relationship of trust is the first requirement in a profession that requires not only knowledge, but also good judgment, transparency, and personal accountability. Acting in each client’s best interest is the foundation of his family-focused investment practice.
Kristin Sackmann is a Financial Consultant for the Lynch Group. She joined Oppenheimer & Co. Inc. in 2005 as a Registered Client Service Associate and has helped develop procedures to better serve the Guardian, Conservator and Trustee relationships serviced by our team. Her responsibilities include the coordination with clients and professional fiduciaries including account opening, client requests, securities transfers, as well as, many other tasks to earn trust from each of our clients.
Kristin graduated from the University of Puget Sound in 1999 with a BS in Economics and a minor in Mathematics. She is a member of Kappa Kappa Gamma and rowed with the UPS Crew team as an undergrad.
Prior to joining Oppenheimer, she began her career at a local boutique firm assisting with underwriting for Pacific Northwest municipalities and moved to a fixed income trading boutique where she helped institutional managers and the traders analyze their holdings against indices.
Kristin and her husband enjoy watching their two girls participate in basketball, volleyball and softball. When she has free time, she enjoys exploring new places, snapping photos, gardening, listening to a variety of music and entertaining friends and family.
Jared Christman joined the Lynch Group in May of 2019 and has worked to support its growing clientele and expanding national presence. He focuses on proposals, reporting, and client service for professional fiduciaries.
In 2016, Jared earned his MBA from Wake Forest University, graduating Suma Cum Laude. Following his move to Washington, he worked for Prudential, where he focused in risk management strategies and retirement income planning.
Jared is a voracious reader, an amateur gardener, and an aspiring chef. When he isn’t working as the Lynch Group’s resident Excel wizard, he enjoys cooking for his wife and quiet days spent reading at their home in Auburn, WA. Fun Facts: Jared is an Eagle Scout, speaks three languages, and previously worked in Japan for 5 years
Elizabeth Ehlen serves as a Registered Client Service Associate at Oppenheimer & Co. Inc., where she has made significant strides since joining in June 2017. Her journey within the company led her to the Lynch Group in April 2021, where she has taken on the pivotal role of managing the conversion of Beneficiary IRA accounts into First Party Special Needs Trust Beneficiary IRAs. This responsibility highlights her expertise and dedication to providing tailored financial solutions to clients.
A graduate of Southern Illinois University of Edwardsville, Elizabeth began her career in the operations department of a small brokerage firm, gaining valuable experience in various roles. Her move to Oppenheimer was motivated by a desire to work more closely with clients, utilizing her comprehensive background to enhance their financial investment experience.
Living in Edwardsville, IL, with her husband, daughter, and a menagerie of pets (two dogs, two cats, and a ferret), Elizabeth enjoys spending her free time on walks, listening to audiobooks, or enjoying movies with her family. Her professional expertise and personal passions reflect her dedication to both her clients and her family.
Laura is a Client Service Associate with The Lynch Group at Oppenheimer & Co. Inc., focusing on conference logistics, marketing support, and client services. With a background in financial services, marketing, and retail management, she joined the team in 2021 after providing crucial in-office support during the pandemic in 2020. Laura holds a BA in English Literature and a Public Relations Certificate from the University of Washington. Her skills include organization, problem-solving, communication, and project management.
Outside of work, Laura is passionate about swing dancing, enjoying live music, and exploring new destinations. One of the guiding principles that reflects her approach to work and life is, "People don’t care how much you know until they know how much you care," by Theodore Roosevelt. This philosophy underpins Laura’s commitment to excellence in client service and her dedication to making a positive impact in her professional and personal endeavors.