Our Team

David’s extensive experience has taught him that he serves his clients best by acting as a financial advisor who brings trust, integrity, and accountability to each professional relationship. His practice is to bring unbiased, comprehensive, and customized strategies to each client in order to help them address their life challenges and financial goals. Over the course of their relationship, Dave works alongside his clients to create a disciplined strategy that he reviews periodically in order to ensure that it still reflects their current needs as well as future goals. When working with clients, David emphasizes wealth protection, asset allocation, efficient diversification, and long-term thinking. Additionally, our team approach helps provide the highest standard of service.

David earned his B.S. in Finance from the University of Missouri, Columbia, Missouri and holds the General Securities Representative License (Series 7), the Uniform Investment Adviser Law Exam (Series 65), the Uniform Securities Agent State Law Examination (Series 63) and the National Commodities and Futures Exam (Series 3).

Dave is an avid golfer and sports car enthusiast.

Since starting his career at Oppenheimer, Zach has dedicated himself to helping clients make significant strides toward their financial aspirations. He believes in fostering strong, one-on-one relationships, allowing him to deliver a truly comprehensive wealth management approach. This personalized strategy is not only tailored to your specific needs but also adapts seamlessly to changing market conditions.

Zach's commitment to his clients is underpinned by a robust educational and professional background. He graduated Magna Cum Laude from the University of Missouri - Columbia with a B.S. in Finance. Further solidifying his expertise, Zach holds both the Chartered Financial Analyst (CFA) and Certifi ed Financial Planner (CFP) designations. He also holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Exam (SIE), and is licensed as an agent for Life and Health Insurance.

When he's not busy helping clients achieve their financial goals, Zach enjoys spending time on the golf course and playing with his Cavalier King Charles Spaniel, Hailey. A true St. Louis native, he's also a devoted Cardinals fan and loves catching a game whenever he can!

Jena joined Oppenheimer in February of 2021. She began her career in the financial services industry in 2017 after relocating to St. Louis from South Florida, where she worked in management. Jena has worked in various customer-facing roles for over 20 years.

Jena provides critical support to the Naert group while delivering an exceptional client experience on a daily basis. Jena takes pride in her attention to detail, positive attitude, and efficiency.

Jena graduated from the University of Central Florida with a B.A degree in Psychology. She holds the FINRA series 7, 66, and 24 registrations.

Jena is a mom of two boys and enjoys decorating & crafting.

With over 20 years of experience in the financial services industry, Linda brought her expertise to Oppenheimer with The Naert Group in 2022. Linda’s time in the industry helps her connect to clients and exceed their expectations. She prides herself by delivering an exceptional client experience with every interaction. Linda’s experience has taught her that servicing the client is the most important and rewarding role in our industry.

Linda is a St. Louis native and loves to spend time outdoors. She holds the FINRA series 7 and 66 registrations.

Donna began her career in Financial Services in 1978 with R. Rowland & Company. Since that time, she has worked in various capacities in her roles at two other fi rms before joining Oppenheimer Co. Inc. in 1990.

Donna takes pride in the customer service she implements with all of our clients and strives to ensure our clients receive unmatched service. She works diligently with our back-office operations to keep abreast of technology, regulations, and documentation to give our clients the highest standard of service.

In her free time, she enjoys spending time with family and friends, boating at the Lake of the Ozarks, and occasionally you will find her racing down the drag strip in her dragster.