Our Team

From an early age, Dan was spellbound by mathematics and logic puzzles. He frequently assisted his older brother with math homework and listened intently to his father’s stories about “SPOOs”, bond yields, gold prices and Deutsche Marks.

These fascinations led Dan to study engineering at the University of Illinois. His undergraduate and graduate work focused on complex decision theory, combining mathematical and emotional viewpoints while optimizing the output of engineering teams. After graduating, Dan entered the field of data science and web technology, honing his client service skills and industry knowledge.

In 2004, Dan joined his father at Oppenheimer & Co. Inc. providing continuity to Jerry’s clients and a fresh perspective on the increasingly complex world of financial planning. Over the years, Dan and Jerry have combined their expertise in financial services with innovative decision theory techniques to help clients achieve long-term financial success.

Dan lives in Evanston, Illinois, with his wife and two sons, where they enjoy hiking, biking, and going to the beach. He participates in triathlons, completed his first Ironman race in Wisconsin in 2013 and recently qualified for the Half Ironman World Championship in Finland. Involved in the local community, Dan has served on the board of directors for organizations such as the McGaw YMCA, Evanston Scholars, the Ted Muller Camp Scholarship, Block Club Chicago and the Evanston Lighthouse Rotary Club.

He is one of a very small group of financial advisors to be recognized in Chicago Magazine's list of Five Star Wealth Managers* for 9 years and was recently added to the Forbes Shook Research list of Best in State Wealth Managers for the past two years.

^{(*) Given to wealth managers with the highest overall client satisfaction scores in a survey by Five Star Professional.}

Chris joined The Israelite Group of Oppenheimer & Co. Inc. in January 2015, seeking to grow personally from the firm’s fundamental knowledge of global markets and client-centric values. He has always possessed an affinity for assisting others and he utilizes this passion to help clients set and address their financial goals.

Born and raised in Naperville, Illinois, Chris earned his bachelor’s degree in Finance and Investment Banking; Risk Management from the University of Wisconsin-Madison, School of Business in 2014. A high school All-American, and captain of the Wisconsin Varsity Men’s Soccer team, he had a successful and rewarding four-year college career.

Chris received the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planning Board of Standards, Inc. He holds the FINRA Series 7 and 66 registrations and is also licensed as an agent for life and health insurance in the state of Illinois.

Previously, Chris served as President of the Associates Board of the Chicago Fire Foundation. He also served on the Student Athlete Advisory Committee at the University of Wisconsin. Chris resides in West Town, Chicago with his wife and continues to play soccer weekly while also enjoying golf and traveling in his free time.

In 2021 and 2022 Chris was recognized in Chicago Magazine's list of Five Star Wealth Managers*.

^{(*) Given to wealth managers with the highest overall client satisfaction scores in a survey by Five Star Professional.}

Following sixteen years in banking with First Bank & Trust of Evanston, Lana joined The Israelite Group of Oppenheimer & Co. Inc. in 2016 looking to expand her knowledge of the financial services industry.

As a bibliophile, she gains her major inspiration from authors like Paulo Coelho and Stephen King. Lana’s positive attitude and steadfast professionalism have endeared her to her clients over the years.

One of her greatest accomplishments is volunteering for the Make-A-Wish Foundation, as a wish granter, changing the lives of children across Illinois.

Having worked in higher education for the last 5 years, Nicole joined the Israelite Group at Oppenheimer Co. & Inc. in 2023 looking for a career change in finance. From her experience in Student Financial Services and as an Academic Advisor, Nicole excels at finding solutions and remaining empathetic.

Influenced by her love for the humanities, Nicole graduated with an undergraduate degree in foreign language. She also lived in Florence, Italy for a year while completing her master’s in Italian from Middlebury College.

In her free time, Nicole enjoys astrology, scary movies, going to the beach, and perusing museums with medieval and renaissance art.