Gregory Chinn is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, with an emphasis on both discretionary and non-discretionary account management and maintains custody of client assets as a qualified custodian.

Andrew Koontz is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Motion Industries. Outside of his advisory role, Koontz co-owns a family LLC involved in real property maintenance and management. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment advisory and brokerage services. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and comprehensive financial planning.