Our Team

Austin leads The Verity Group and been affiliated with Oppenheimer for the past 24 years. He and his team pride themselves on their ability to align each client’s unique goals, values, and needs with holistic planning and the design of investment and insurance strategies. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consulting Association and uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. Austin focuses on growing and protecting the assets of high-net-worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.

Austin lives in Great Falls, VA with his wife, Christina. In his spare time, he enjoys biking, playing piano, working out, and golf.

Jay brings over two decades of deep and varied experience in the financial services industry to his clients. He joined The Verity Group in November of 2006, and previously, worked as a 401(k) relationship manager and education specialist with ADP Retirement Services. While at ADP, Jay was responsible for implementing over 150 401(k) plans in his territory. Prior to that, he was a Vice President and Investment Counselor within the Law Firm Group of The Citigroup Private Bank in Washington, DC – a position that catered to the legal community on all aspects of investment planning strategies. Before moving to Citigroup, Jay was an Associate Vice President and Financial Advisor at Morgan Stanley Dean Witter, where he co-managed assets of more than $150 million in partnership with a senior advisor and served as his group’s retirement planning specialist.

Jay currently resides in Darnestown, MD with his wife and two children. He has an active lifestyle and enjoys hiking, tennis, playing guitar, and whenever possible, seeing live music.

Lance joined Oppenheimer and became a member of The Verity Group in 2024. Working with Lance means clients have a trusted advisor committed to understanding their unique concerns, priorities, and financial resources. Lance works directly with clients to identify their goals, create a plan to help them achieve those goals and monitor progress along the way. He specializes in helping individuals and business owners with financial planning, retirement plans, investment strategies and cash management. Prior to joining the firm, Lance spent seven years as a Financial Advisor with Merrill Lynch, and previously was an owner of a local construction and service company. He holds the Certified Financial Planner CFP designation from the College of Financial Planning. Lance earned a Bachelor’s Degree from Longwood University and remains an active member of the alumni community.

Lance resides in Falls Church with his wife, daughter, and two German Shepherds. Outside of work, Lance is a local community youth coach and enjoys playing golf, exercising, and spending time with family in Bethany Beach.

Greg brings nearly twenty years of experience in the financial services industry to The Verity Group. He has extensive experience in serving high and ultra-high net worth clients. Before joining Oppenheimer, Greg held multiple positions at several large brokerage firms – starting at Smith Barney as an Assistant Operations Manager, and then a Client Relationship Manager for the Citi Family Office.

Greg lives in Rockville, MD. He enjoys collecting music memorabilia and has an extensive collection spanning multiple decades.

In 2024, Christie became a valuable addition to the Verity Group, leveraging seven years of extensive experience in client-centered financial services roles. As a proficient account manager, she contributes to tailored solutions to help meet clients' individual needs and address their financial aspirations. Holding a FINRA Series 63 Registration, Christie's expertise is enriched by her previous roles with reputable firms such as Burney Company, Edeman Financial, and Waddell and Reed.

Christie has lived in Northern Virginia for three decades and has two adult sons. Beyond the professional realm, she embraces an active lifestyle and enjoys traveling, hiking, kayaking, and leisurely walks with her dog.