Our Team

Brian’s experience in the financial services industry spans more than three decades. He joined Oppenheimer in 1998 and serves as an Executive Director – Investments in Philadelphia, PA.

Brian has been named to the distinguished Five Star Wealth Manager list published in Philadelphia Magazine. This list consists of wealth managers in the Philadelphia region who scored highest in overall client satisfaction based on their survey of consumers, financial service professionals, and subscribers to the magazine. For 20 consecutive years, he has earned membership in the Firm's prestigious Chairman's or Executive Council.

Brian graduated Magna Cum Laude with a BSBA from Shippensburg University in 1980. He holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law License (Series 63), the Uniform Investment Advisor License (Series 65), and is a Municipality Advisor (Series 51). He is also licensed as an agent for Life & Health insurance in Pennsylvania and New Jersey.

Brian resides with his wife in Medford, NJ. He has three adult children. He enjoys all sports but especially racquetball, softball, and snow skiing

Kristin graduated Cum Laude from The University of Scranton in 2009 with a B.S. in Marketing and a minor in Finance. In 2008, she was inducted into Beta Gamma Sigma, an international honor society recognizing business excellence. She served as the Vice President of Omega Beta Sigma, The Women’s Business Honor Society, at The University of Scranton.

Kristin joined Oppenheimer & Co. Inc. in 2012. She holds the General Securities Representative License (Series 7), General Securities Sales Supervisor License (Series 9 & 10) the Uniform Combined State Law License (Series 66), and is also licensed as an agent for Life and Health Insurance in the State of New Jersey.

Kristin was drawn towards the planning aspect of finance and loves to help guide individuals and families towards reaching their life goals. In 2015, she earned the Certified Financial Planner™ designation from the Certified Financial Board of Standards Inc.

To build upon her planning expertise, Kristin received the Certification for Long-Term Care™ from Certitrek Group in 2019. This certification has given her the knowledge and confidence to navigate through this complex subject matter with clients.

In her spare time, Kristin is an avid runner and has completed several half marathons. She also enjoys traveling, snow skiing, and playing soccer with her husband, Paul, in Philadelphia, PA.

Irene has been in the financial services industry for over 20 years. She joined Oppenheimer in 1998 and is invaluable to the team. She exemplifies professionalism and customer service to the highest standards.