Our Team

Mark is an Executive Director of Investments with Oppenheimer & Co. Inc. in Birmingham, Michigan. He has been with the company since 1995. He partners with Caitlin Falenski as a member of the Baniszewski Falenski Group.

Many of the families that work with the Group have spent years saving and accumulating assets for retirement. Once retired, they must use these funds to provide lifetime income. Transitioning from accumulation to the distribution of investments requires a change in mindset. This can be a challenging and anxious time as they navigate new roles, routines, and expectations.

Addressing these concerns, Mark combines experience and his ability to relate with hard-working individuals in building a relationship founded on trust, service, and confidence. This approach enables Mark to create a customized, yet flexible, financial strategy designed to meet the specific and ever-changing needs for each of the Group's clientele.

Communicating effectively with clients so they can understand and be comfortable with the investment process is essential. Mark strives to make complicated financial concepts tangible and comprehendible.

A graduate from Wayne State University with a Master's Degree in Finance and a Bachelor's in English, Mark holds the FINRA General Securities Representative License (Series 7), as well as the Uniform Securities Agent Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). In addition, he is a licensed health and life insurance agent in the state of Michigan.

Mark resides in Beverly Hills with his wife and two daughters. With both girls in college, he is fond of taking road trips to see them. Summers provide opportunities for gardening, bike rides, and family outings. When his schedule permits, he enjoys hiking, travel, reading, and playing basketball.

Caitlin has been helping clients address their financial goals with Oppenheimer since 2011. She is a member of the Baniszewski Falenski Group of Oppenheimer & Co. Inc. as a Senior Director-Investments. Caitlin recently achieved her CFP® designation, which earned her the title of CERTIFIED FINANCIAL PLANNER^®.

While embracing honesty and integrity, Caitlin works to address her clients' needs. Her investment knowledge and enthusiasm are an integral part of overseeing the Group's practice. The majority of her clients are dynamic women; driven to succeed both professionally and personally. She strives to simplify their lives and foster financial confidence by engaging them in their financial affairs. Women are known to be multi-taskers, which is why efficiency, stress reduction and creation of a systematic process help motivate Caitlin and her clients to move forward with their financial goals. Using a highly disciplined approach, her clients appreciate the structure and accountability that she continually emphasizes. Whether they enjoy organization in their life, or merely desire simplicity, Caitlin inspires her clients to be proactive in planning for their financial future, and to work towards achieving fiscal stability.

A graduate from Michigan State University, Caitlin holds the FINRA General Securities Representative registration (Series 7), as well as the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). In addition, she is a licensed health and life insurance agent in the state of Michigan.

Caitlin splits her time between Berkley and Traverse City with her husband, Brandon, and their corgi, Pearl. She is a retired marathon runner, and enjoys biking, hiking and spending time on Arbutus Lake.

Amy joined Oppenheimer & Co. Inc. in May 2019 as a Client Service Associate in the Birmingham, Michigan office of the Baniszewski Falenski Group. Amy uses her ten plus years of industry knowledge to provide clients with an efficient, enjoyable experience. Her thoroughness and detail-oriented approach allows the Baniszewski Falenski Group to function at a high level of service.

Amy resides in Sterling Heights with her husband Michael. In addition to an occasional Netflix binge, she can be found on long bike rides or walks. She also loves spending time up north with her family.

Emily joined Oppenheimer & Co. Inc. in September 2024 as a Registered Client Service Associate for the Baniszewski Falenski Group in the Birmingham, Michigan office. She is a seasoned financial services professional with over 18 years of experience in the wealth management industry.  Emily holds an MBA from Walsh College of Accountancy and Business, as well as FINRA Series 7, 66, and 99 registrations. 

Emily resides in Grosse Pointe with her husband Mikael and two sons.  She enjoys many camping adventures from spring through fall, trips to Florida to visit family, hosting cookouts with friends and family, and focusing on physical fitness.