Our Team

Peter has over 25 years of experience as a financial advisor with Oppenheimer & Co. Inc. and is currently the Branch Manager for the Birmingham Michigan Branch. Honesty, integrity, and the highest degree of service are the foundations of his practice. He helps retirees, business owners and young professionals who need comprehensive financial planning by offering personalized financial strategies and solutions, along with meaningful financial guidance. He strives to provide his clients with the most appropriate risk adjusted returns that are consistent with their goals and objectives. It is important to Peter that this customized strategy be adapted to your personal situation and evolve with your life and financial goals. For this reason Peter believes in creating and maintaining a strong professional relationship with you. Peter is also proud to offer his skills through the Omega Portfolio Management Program. The Omega Group is a program through Oppenheimer & Co. Inc. that offers a unique managed money program in which experienced Financial Advisors construct customized portfolios for clients and have discretion over day to day decisions.

Peter is a winner of the 5 Star Wealth Manager Award for 2022, totaling 11 years in a row.

Peter is a graduate of Western Michigan University with a B.A. in Finance and a minor in business and economics. He now resides in Grosse Pointe Farms MI with his wife and three children. Peter regularly gives back to his community by volunteering at the local high school, where all of his children have attended. In his free time Peter enjoys spending time with his family, running, biking, snowboarding, and playing guitar with his band.

Caitlin Cervenak joined Oppenheimer & Co. Inc. in 2021 as a Client Service Associate (CSA). She assists clients by answering any inquiries regarding accounts and assets movement. Caitlin consistently treats clients with the utmost respect as their inquiries are addressed accurately and in a timely manner. She values an organized approach while scheduling meetings between clients and advisors, determining the most effective ways to answer a client’s questions, and escalating any concerns. She strives to ensure open communication between clients and their advisors as they build and maintain a strong professional relationship.

Caitlin attended Western Michigan University and now resides in Southgate, MI. She is an avid fan of Detroit sports and frequently attends games. In her spare time she likes to attend concerts and participates in two bowling leagues. With Caitlin’s help, The Ulbrich Private Client Group of Oppenheimer & Co. Inc. will support you as you navigate the present and plan for the future.

As an Oppenheimer Financial Professional I align each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. I focus 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.

Kayla Rice joined Oppenheimer & Co. Inc. in 2019 as a Client Service Associate. She graduated with a Bachelor’s Degree in Public Relations from Wayne State University. Prior to joining Oppenheimer, she spent eight years working as a media buyer for a local advertising agency.

In her spare time, she loves spending time on the golf course, attending concerts and sporting events. She is originally from the west side of Michigan and regularly visits on the weekends. During summer months, she enjoys weekend trips to northern Michigan.