The Five Star award recognizes service professionals who provide quality services to their clients.

2021 & 2022
Best in State Wealth Advisor
Forbes Shook Research

Collaboration
Unique perspectives and backgrounds over decades of industry experience allow our collaborative team approach to provide comprehensive, holistic advice to help clients navigate and manage their assets in an increasingly complex world.

Transparency
Our team is upfront and honest about how we are compensated for the vast services we provide. We want our clients to have a clear understanding as to how we are aligned with them in striving for long-term success.

Purposeful Investing
Our team of financial advisors and associates help clients manage their assets and their risk by tailoring investments and advice that is specific to their goals, going beyond simply an investment portfolio.

Value
We utilize a wide array of investment options, strategies, and cutting-edge technology along with research from industry leaders to help provide high level results. We focus on client service and communication, adding value to our clients every step of the way.

One of the differentiators that Oppenheimer prides itself on is ‘accessibility.’ Usually that means access to products, firm leaders, and thought leadership leading to tailored investment ideas. But in my case, last March, it meant giving my clients access to the Covid-19 vaccine.