Our Team

For over 35 years, Scott Shulman has assisted clients in working towards their goals through conservative income and growth strategies. He is a Senior Portfolio Manager in Oppenheimer’s OMEGA Group*, which empowers him to actively manage his clients’ wealth.

His career path and educational background have well-prepared him for his work. At the University of Maryland, from which he graduated with a Bachelor of Science degree in 1982, his studies included accounting, business law, finance, economics and investing. As co-founder of the University’s Finance, Business and Investment Society, he showed an early interest in managing money, and entered the financial services industry in 1983 as a full-service Financial Advisor.

After working for a national securities firm for over a decade, he joined Ferris, Baker Watts in 1996. Scott rose to chair its advisory board in 1999 and to serve as a director of its General Board for over a decade, starting in 2000. He joined Oppenheimer in 2011. Scott has refined a sophisticated, 5-step process to identify and manage high quality investments that seek to provide portfolio growth during a client’s working years, and a potentially rising income stream throughout retirement.

Scott is active in his community. For 18 years, he was an executive officer and member of the Board of Directors for the Boys and Girls Clubs, Montgomery County Branch. He has supported high school and university internship programs for over 20 years and has sponsored youth baseball both as a volunteer and financially for over 20 years.

He and his wife split time between Potomac, MD and Juno Beach, FL. They have two children. His main interests, outside his work and civic responsibilities, are his family, the study of Bible doctrine, golf, and attending baseball games.

Peter works with busy professionals and families to help them navigate financial decisions with greater clarity and confidence. Through a thoughtful and personalized approach, he helps clients better understand their financial picture, identify priorities, and develop strategies aligned with their goals, including planning for retirement.

His approach brings together investment management, retirement planning, and coordination of tax and estate considerations to provide a more comprehensive view of each client’s financial needs. By taking the time to understand what matters most, Peter helps clients address important questions about their financial future, evaluate their options, and make informed decisions as their needs and circumstances evolve.

Peter focuses on working with real estate agents and their families. Having led Mid-Atlantic recruiting at Compass, he knows how commission income really works. He helps agents set aside for taxes, pay themselves steadily through slow seasons, and build wealth that doesn't depend on the next closing.

Earlier, as a Boston Consulting Group consultant advising Fortune 500 companies, he learned to turn complex problems into clear choices, the same approach he brings to every client. He holds an MBA from Northwestern's Kellogg School and an economics degree from the University of Florida.

Peter lives on Capitol Hill with his two energetic sons. He's a classroom parent, a youth soccer team manager, a competitive tennis player, and a capable home bartender.

Lawan supports our team's mission in helping our clients secure financial peace of mind, both for themselves and for their families. She does this by collaborating with them to learn and anticipate their needs, exceeding their expectations regarding client service and support.

Lawan has worked with the Shulman Group for 13 years and has been with Oppenheimer & Co. Inc. for over 20 years. A short list of her responsibilities includes onboarding new clients, establishing and maintaining accounts, managing asset transfers, ensuring compliance with all client communication and distribution requests, and much more. In short: she ensures our clients receive the highest level of service they come to expect when partnering with us. Lawan has built trusted relationships with our clients and provides reliable, top-notch service. She is here every business day from 8:00 to 4:00.

An avid football fan (don't mention the Washington Commanders around her), Lawan and her husband’s NFL Sundays revolve around watching the Philadelphia Eagles – GO BIRDS!