Our Team

Doug joined Oppenheimer & Co. Inc. in 2009. His detail-oriented approach to financial planning has allowed him to successfully assist families realize their financial goals for over 2 decades.

In his current role at Oppenheimer, Doug is a founding partner in the DNA Private Client Group. By focusing on overall financial planning, he has consistently found success through effective communication skills and the ability to navigate volatile markets and economic uncertainty.

Doug began his career in 1994 and has earned multiple registrations and designations. He also holds the Chartered Retirement Planning Counselor (CRPC) designation by the Certified Financial Planner Board of Standards, Inc.

Hobbies and interests include ice hockey, fishing, hiking and spending time with his family.

Aaron is a Financial Advisor in the St. Louis office of Oppenheimer & Co. Inc. He has been advising individuals, families, trustees and business owners for nearly 12 years. 

Aaron focuses his efforts on addressing the needs of investors and understanding clients’ life goals and objectives. He believes in a thoroughly collaborative planning process.

Aaron’s experience includes time in banking and insurance, as well as managing the flagship branch of Scottrade in St. Louis.  Through these experiences, he has gained the knowledge that allows him to serve his clients in a holistic manner to assess their needs and develop plans

Aaron earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, from the CFP Board of Standards, and holds the FINRA Series 7 and Series 66 Registrations.  He graduated from Maryville University with a degree in Business and Marketing. 

Aaron grew up in Red Bud, Illinois and now resides in Benton Park with his wife Lydia and their two daughters. He enjoys golf, spending time with family, and serving local charities. 

Donna began her career in Financial Services in 1978 with R. Rowland & Company. Since that time she has worked in various capacities in her roles at two other firms before joining Oppenheimer & Co. Inc. in 1990. Donna took time off for a few years to raise her family then returned to her home roots with Oppenheimer & Co. Inc.

Donna takes pride in the customer service she implements with all of our clients and strives to ensure our clients receive unmatched service. She works diligently with our back office operations to keep abreast of the technology, regulations and documentation to give our clients the highest standard of service.

In her free time, she enjoys spending time with family and friends, visiting the Lake fishing and occasionally you will find her in Madison, Illinois taking a trip down the drag strip.