About Us

Tanner joined Oppenheimer & Co. Inc. as Director -Investments in its Winston-Salem office in October 2009. Prior to joining Oppenheimer he spent several years at Merrill Lynch, and has been serving clients in the financial services industry for almost two decades . His clients include high-net-worth families and individuals, as well as institutional investors, such as health care systems, foundations, endowments, retirement plans, and family offices.

Tanner is the senior leader of the team and works directly with clients to understand their unique financial situations and goals, and customizes strategies to achieve those goals. Tanner holds the Certified Financial Planner (CFP®) from the Certified Financial Planner Board of Standards Inc. and the Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies designations. He has received many professional accolades including being named to OnWallStreet’s list of “Top 25 Regional Advisors Under 40” as well as the National Association of Plan Advisors (NAPA) top DC Advisor Teams. The Regional Advisors Under 40 Ranking is based on production only of those advisors that were nominated for inclusion to the OnWallStreet annual list and the NAPA Top DC Advisor Team highlights the nation’s leading retirement plan advisor teams on defined contribution plans.

He received a B.S. in Business Administration from the Kenan-Flagler School of Business at the University of North Carolina and has served on the University’s Board of Visitors. Tanner currently serves on several other boards including Samaritan Ministries and The Old Hickory Council of the Boy Scouts of America, and previously has served on the North Carolina Courts Commission, Forsyth Jail and Prison Ministries and Trellis Supportive Care. He was a founding board member of the New Benefactors of Old Salem and the Hospice and Palliative Care Leadership Council as well as the past Chair of the Board of the Triad Chapter of the March of Dimes. He serves in leadership and volunteer capacities at Centenary United Methodist Church, UMAR and World Relief Outreach. 

Chris serves as the Director of Investments for the Robinson Private Client Group of Oppenheimer & Co. Inc. He joined the team as an Associate Financial Advisor in the Winston-Salem office in January, 2017. Prior to his time at Oppenheimer, Chris was a Financial Representative at Northwestern Mutual Insurance Company.

He holds the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation awarded by the College for Financial Planning® as well as the Accredited Investment Fiduciary (AIF®) designation awarded by the Center for Fiduciary Studies®. Chris also carries the Series 6, 7, 66, Life, Health, and Long Term Care licenses. His clients include high-net-worth and institutional investors such as individuals and families, professional athletes, as well as foundations and retirement plans. Chris works with his clients to create customized strategies aimed at achieving specific financial goals.

Chris received a B.A. in Management and Society from UNC-Chapel Hill. At UNC, he was a four-time letterman for the varsity baseball team, played in two College World Series, and received the 2013 McCaskill Award for excellence in athletics, scholarship, and service to the community. After graduating, Chris played professional baseball in the Houston Astros’ organization as a pitcher.

Chris is a native of Winston-Salem, NC and a member of Centenary United Methodist Church. He also serves as a board member for the Trellis Supportive Care Foundation and volunteers time with Centenary United Methodist Church, Samaritans Ministry and the Winston Salem Street School. 

Joel Berry II joined Oppenheimer & Co. Inc. after several years with Truist Financial, where he advised clients on investment management, financial planning, and wealth preservation. He works closely with individuals, families, business owners, and athletes, developing customized wealth strategies designed to help them pursue their long-term financial goals. His approach is rooted in a simple belief: the most important financial decisions are made with a clear plan and a trusted advisor.

Before beginning his career in wealth management, Joel earned national recognition as one of the most accomplished student-athletes in University of North Carolina basketball history. A four-year starter and team captain, he led the Tar Heels to the 2017 NCAA National Championship and was named the Final Four Most Outstanding Player. He later played professional basketball, gaining firsthand insight into the unique opportunities, financial responsibilities, and career transitions that come with competing at the highest level.

Today, Joel combines his wealth management expertise with his personal experience as an elite athlete to help clients navigate life's financial opportunities and challenges. He has developed a particular focus on serving current and former athletes, including professional players and high school and collegiate student-athletes navigating the evolving Name, Image, and Likeness (NIL) landscape.

Having faced many of these decisions himself, Joel understands the importance of managing early earnings, planning for taxes, preparing for life after competition, and building the financial discipline that creates long-term independence. He believes that lasting success—both on the court and in life—is built through thoughtful preparation long before defining moments arrive. Joel is committed to bringing that same level of dedication, discipline, and personalized guidance to every client he serves.

Tyler Britton joined the Robinson Private Client Group of Oppenheimer & Co. Inc. as a Group Analytical Associate in the Winston-Salem office in 2017 and began serving as the Associate Director in 2023. Tyler provides research, due diligence and fund analysis, asset allocation modeling, portfolio allocation and activity monitoring, financial planning, trade execution, and develops customized performance reporting packages. Tyler also oversees communication and project management processes across the team to ensure delivery of premier client service. Prior to joining the firm, he played professional baseball in the Houston Astros organization as a pitcher.

Tyler received his Bachelors in Business Administration with a Minor in Economics from High Point University. While in college, Tyler earned Dean’s List every semester while competing on the varsity baseball team. He was also named a CoSIDA First Team All-Academic for District III his senior year.

Tyler is a native of Jamestown, NC and currently resides in Greensboro, NC. He is a member of Mercy Hill Church in Greensboro, NC and is a volunteer with various partner ministries around the Triad.