Our Team

Patrick joined Oppenheimer in 2013 after serving with Stifel.

Patrick’s investment approach focuses on economic developments and industries essential to everyday life. He works with clients to customize their unique plans to help enable financial security.

Patrick graduated from Marquette University with Bachelor of Arts degree in Economics. He earned the FINRA Series 7 and 65 registrations, and also Life and Health Insurance licenses.

He and his wife, Leigh Ann, have been married for 31 years, have two children, and he is a grandfather. Patrick enjoys golfing, hiking and cooking on the smoker.

Gregory joined Oppenheimer & Co. Inc. in 2011, as a financial professional after an illustrious wealth management career at Prudential Financial, where he began his career journey in 1991, dedicating 20 years there. The move to Oppenheimer was driven by our firm's capacity to provide resources that empowered him to better serve his clients.

Greg specializes in advising investors preparing for retirement or those who have already retired, helping them derive maximum benefits from their savings. He is known for his service-oriented and trustworthy approach, always prioritizing the needs of his clients. Rather than focusing on selling individual products, Greg adopts a holistic strategy, offering integrated planning services.

With over 30 years of experience, Greg excels in providing comprehensive retirement, estate, risk management, and insurance planning services. He graduated with a Bachelor’s degree in Business Administration from Cleveland State University in 1991.

Beyond his professional commitments, Greg finds joy in spending time with his wife of more than 30 years, and their two children.