Our Team

David began his career in Financial Services in 1985 where he was an advisor for PaineWebber and he joined Oppenheimer & Co. Inc. in 1994.

David’s extensive experience has taught him that he serves his clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. His approach is to bring an unbiased, comprehensive, and customized strategy to each client in order to help them address their life challenges and financial goals. Working together over the course of the relationship, he works to collaborate and create a disciplined strategy that he reviews periodically in order to make certain that it still reflects the client’s current needs as well as future goals.

When working with clients, David emphasizes wealth protection, asset allocation, efficient diversification, and long-term thinking.

David believes that his clients deserve and ensures they receive the highest level of service, product transparency, and full disclosure. His focus is to first protect their hard-earned assets and subsequently to help grow them.

Dave’s free-time is spent with his wife and their three children. His hobbies include driving racecars, golfing, and boating.

Since starting his career at Oppenheimer, Zach has taken pride in helping his clients make strides towards reaching their financial goals. Through his commitment to building one-on-one relationships with his clients, he is able to deliver a comprehensive wealth management approach that is tailored to the client’s specific needs and adaptable to changing market conditions.

Zach graduated Magna Cum Laude from the University of Missouri – Columbia with a B.S. in Finance. He holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and Securities Industry Essentials Exam (SIE). Additionally, Zach is licensed as an agent for Life and Health Insurance.

When he’s not helping his clients, Zach can be found on the golf course, and playing with his Cavalier King Charles Spaniel Hailey. He is also a Saint Louis Cardinals fan and enjoys catching a game when he can!

Jena is a Registered Client Service Associate and joined Oppenheimer & Co. Inc. in February of 2021. She began her career in the financial services industry in 2017 after relocating to St. Louis from South Florida, where she worked in management. Jena has worked in various customer facing roles for nearly 20 years. Jena provides critical support to the Naert group in processing account paperwork, accommodating client requests, and delivering an exceptional client experience on a daily basis. Jena takes pride in her attention to detail, positive attitude, and efficiency.

Jena graduated from the University of Central Florida with a B.A. degree in Psychology. She holds the FINRA series 7, 66, and 24 registrations.

Jena lives in St. Louis County with her husband and two sons. She enjoys cooking, crafting and thrifting.

Linda began her career in the financial services industry in 2005 as a service associate at Edward Jones. She became fully registered in 2017. After 15 years Linda moved to Morgan Stanley as a registered client services associate in 2020. She joined Oppenheimer & Co. Inc. in July 2020 and started with the Naert Group November 2022.

Linda’s time in the industry has helped her relate to clients and their expectations. Her experience is reflected in the way she delivers the client experience. Linda holds the series 7, 66 registrations. Linda lives in House Springs, MO with her husband of 8 years. In her free time she likes to spend time with her five children and three grandchildren. She enjoys riding her motorcycle with her husband and hiking on the weekends.