Our Team

Bo joined Oppenheimer in 2018 as a Senior Director – Investments after working at a leading financial services firm for 15 years. Today, he focuses on designing tailored financial and investment-based strategies for clients and families.

He holds a bachelor’s degree and an MBA from Texas Christian University. Additionally, he has earned the Chartered Retirement Planning Counselor from the College of Financial Planning.

Bo served his country in the United States Marine Corps.

He and his wife have lived in Keller for the past fifteen years. They have two sons Hayden and Adam who are both active in soccer and occupy most of their free time.

Dee Dee works with clients addressing a wide range of administrative and operational responsibilities. With 15 years in the wealth management business, she is committed to providing an exceptional level of service for every client.

She is a member of the Trophy Club Women’s Club and attends Cross Timbers Church in Argyle. Although she grew up in Arkansas, she has lived in Texas for 19 years.

Dee Dee lives in Trophy Club with her husband, Jeremy, and their 5 children.