Our Team

Kirk joined Oppenheimer in 1999. Prior to Oppenheimer he was with Prudential Securities from 1987-1999. He received his securities license (Series 7) while in college at Louisiana Tech University where he graduated in 1986 with a Bachelor of Science in Finance. Kirk was a 4 year letterman on the university golf team where he made the All-Louisiana Collegiate Team. His primary focus with the Compass Group is on portfolio management and retirement planning. Kirk is an Executive Director – Investments and Senior Portfolio Manager with the Omega Group as well as having held the position of Senior Portfolio Manager with Oppenheimer Investment Management. He holds the Chartered Retirement Planning Counselor (CRPC®), a designation he has held since 2010. In his free time, he enjoys anything outdoors especially golf and hiking the mountains of North Carolina with his wife, Judy. Kirk is also trained in optometry where he has traveled to 6 continents doing vision clinics as well as providing free glasses to those in very poor, remote areas around the world.

Sheff began his career in the securities business with Merrill Lynch in 1983. He was with Prudential Securities from 1989 until joining Oppenheimer in 1999. Sheff is an Executive Director – Investments with Oppenheimer and serves as a Senior Portfolio Manager with the Omega Group. His professional objective is to apply lessons learned from 40 years of working with individual investors and helping them manage their investments through an extraordinary range of market environments. His task has been to help clients build and retain financial independence. Sheff graduated from Trinity University in 1980 with a Bachelor of Finance degree. Sheff and his wife, Laina, live in Lake Highlands, enjoy traveling and spending time with their five grandchildren.

Nick joined Oppenheimer in 2002. He is a local Dallasite who attained his Bachelors of Business Administration from the University of Texas at Dallas, and completed his MBA at Southern Methodist University with a concentration in Finance. Nick has spent his entire career at Oppenheimer helping his clients navigate the many challenges families face in planning for their future and tailoring their portfolio during retirement. He enjoys the close relationships that he makes with his clients. He believes that everyone’s goals are unique and he takes pleasure in listening to and helping his clients chart a course that is right for them. Nick resides in Far North Dallas with his wife, Katie, and two children, Reagan and Samantha. He is a very active member of his neighborhood, which he takes great pride in. Nick enjoys entertaining and traveling with his family and friends, golfing, and playing on his neighborhood softball team.

Steven joined Oppenheimer in 2017. Prior to his start in the industry, he graduated from the University of Texas at Austin with two undergraduate degrees in Mathematics and Economics, and a Masters of Science in Finance. Steven is a Group Analytical Associate with Oppenheimer and holds the Chartered Financial Analyst® Designation (CFA®). He uses his knowledge to perform in-depth financial analysis, investment research, as well as portfolio and risk management. Drawing from his own knowledge and experiences, he works with clients to design and implement a financial strategy utilizing different financial instruments. Steven and his wife, Jordan, currently reside in Rowlett, where they enjoy traveling, outdoor adventures, and playing sports.

Kimberly joined Oppenheimer in 2008. She was born and raised in Dallas but ventured off to the University of Mississippi where she graduated with a Bachelors of Business Administration in 2002. After college, Kimberly began her career at Oppenheimer as the office receptionist. She then spent a few years in the advertising industry where she met her husband Richard. In 2008, Kimberly made the pivotal decision to return to Oppenheimer where she obtained her Series 7 and 63 licenses and is a Senior Financial Associate. She enjoys the many longstanding relationships she has with the team’s clients. She has two sons, Huston and Grayson, and in their free time she and Richard enjoy watching them play baseball.