Austin, TX S. Mopac Expressway Office

Diane Lacina is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2017, following eight years at Southwest Securities, Inc. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm emphasizes strategic and tactical asset allocation, manager selection, and employs both discretionary and non-discretionary investment management programs.

Sue Anna Piedra is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has worked at Oppenheimer since 2019 and previously spent 15 years at Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and a range of investment strategies tailored to client objectives.

Barry Lacina is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017, following eight years of self-employment. Outside of his advisory role, he is the owner of Happyness Films, LLC, a film production company. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies to construct client solutions.

Kip Reagor is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer & Co since 2002 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he owns a water cooler rental business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles tailored to client objectives.