Our Team

Mike Eitzen, with his more than 35 years of experience at Oppenheimer & Co. Inc. is the cornerstone of The Eitzen Private Client Group because he has weathered both good markets and some of the harshest ones that have ever occurred. Mike’s experience benefits the group’s clients as well as Jake and Zach, for whom he serves as mentor (as well as “Dad”).

Mike works with high-net-worth individuals and families, entrepreneurs, corporations and their Defined Contribution, or 401(k) Plans by creating integrated strategies designed to build, preserve and transfer wealth. His practice is built on the foundation of establishing trusted relationships through an in-depth understanding of each client's unique circumstances, aspirations, risk tolerance, and financial goals.

Mike’s title is Senior Director of Investments with Oppenheimer & Co. Inc. in its Tucson, Arizona office. Mike graduated with a Bachelor of Science in Finance from the University of Wyoming in 1986, and holds FINRA Series 7, 8, 24, 63, and 65 licenses.

Mike has been married to his wife Kris for 36 years. In his spare time he enjoys playing golf and spending time with his grandson, Brody.

Jake Eitzen works with his father and younger brother as part of The Eitzen Private Client Group of Oppenheimer & Co. Inc.’s Oro Valley, AZ office. While he is convinced that his dedication to hands-on, exceptional client service is his greatest attribute as a financial professional, he also benefits from the synergies provided by his Group.

As part of a multi-generational group, the Eitzens can draw on their combined experience of over 50 years to assist Baby Boomers in preparing for retirement, Generation X, the Millennials and now, the emerging Generation Z in equipping themselves for the financial futures they envision. His own process, however, is age-agnostic: Jake much prefers to sit down with each client and discuss with him or her what they see as their financial goals, when – or even whether – they want to retire, how much money it will take, and what they may need to save to provide for needs in the interim. He also collaborates, where desired, with clients’ tax and legal advisors.

Jake joined the firm in 2014 after earning his B.S. Degree in Marketing from the University of Wyoming. He also holds his General Securities Representative License (Series 7) and the Uniformed Combined State Law Exam (Series 66). He is also registered as an agent for accident, health and life insurance and variable annuities in the state of Arizona. Jake enjoys playing golf and spending time with his wife, Alise, and his son, Brody.

Zach Eitzen is a Financial Advisor at Oppenheimer & Co. Inc. (Oppenheimer), in the Tucson, Arizona office. He works with each client to design, recommend and implement customized investment strategies intended to help them work towards achieving their specific retirement, liquidity, investment, tax, education, estate and philanthropic needs. In investing for his clients, Zach takes a “go-anywhere” approach to investing, provided it fits within clients’ risk parameters and financial needs.

Zach works with a wide range of clients that include high-net-worth individuals, retirees, foundations, employer sponsored retirement plans, young executives, and beginner investors just getting going in their saving careers. He makes it his top priority to get to know clients well, assisting them in bringing their goals into clear focus.

Zach is a Portfolio Manager under the OMEGA Portfolio Management Program, which offers a managed money program in which experienced Financial Advisors act as portfolio managers for their clients. Zach also holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation awarded by the Certified Financial Planner Board of Standards Inc.

Zach graduated from the University of Wyoming with a degree in Business Administration and a Minor in Finance. He also holds the FINRA Series 7 and 66 registrations. He is also licensed for Insurance in Arizona and Colorado.

When Zach is not in the office he is usually doing one of three things:

• Taking leisurely walks around Tucson with his girlfriend, Kayleigh, and their dog, Nova.
• Hitting the golf course to chase a little white ball.
• Relaxing at home watching Patrick Mahomes and the Kansas City Chiefs.