Birmingham, MI Office

I work with individuals, families, and small business owners who want clarity and confidence around their financial decisions, not just investment performance. I focus on understanding what matters most to each client and building practical strategies around investing, planning, and risk management that adapts as life changes, supported by a team at Oppenheimer with expertise across financial planning, investment strategy, and ongoing guidance. I believe that achieving financial goals is built through organization, clear communication, and long-term relationships grounded in trust. My goal is to be a reliable resource clients can count on, backed by the depth of capabilities of Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

James Dziadziola is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Oppenheimer since 2006, following a brief tenure at Raymond James & Associates. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of advisory programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services with a focus on asset allocation, manager selection, and customized consulting and retirement planning.

Emilyann Rubio is a financial advisor with Oppenheimer, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Comerica Securities, Morgan Stanley, and World Asset Management before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs with both discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios.

James Moran is a financial advisor at Oppenheimer with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Oppenheimer since 2009. 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 range of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Francis Pisano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002 and Dean Witter Reynolds Inc. since 1994. Pisano serves as a board trustee for the Baldwin Public Library in Birmingham, Michigan, where he participates in finance and fundraising committees. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Mary Ward is a CFP® with 31 years of industry experience, currently with Oppenheimer since 2005. She holds her Series 63 and Series 65 licenses. Outside of her advisory role, she serves as president of the Silverbrook Condominium Association, a nonprofit organization in Sterling Heights, Michigan. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Tyler Mann is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and previously worked at TriFound Financial for six years before joining Oppenheimer in 2019. Outside of his advisory role, he participates in a breakfast networking group. 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 range of investment and retirement services with both discretionary and non-discretionary management, maintaining custody of client assets while providing diverse advisory programs.

Jennifer Shandler is a financial advisor with Oppenheimer & Co. Inc. in Birmingham, Michigan, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has been with Oppenheimer since 2011 and previously worked at Wells Fargo Clearing from 2006 to 2009. Outside of her advisory role, she manages her own investment trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and retirement accounts. The firm offers a range of advisory programs including asset management, consulting, and financial planning, with both discretionary and non-discretionary services.

Karen Schwocho Tunnecliffe is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Morgan Stanley, Comerica Bank, and other firms. Outside of her advisory work, she is the sole owner of The Dawning Lotus, LLC, a health and wellness center offering meditation, reiki, yoga, and life coaching, and she facilitates an eight-week leadership course for middle and high school students through Reaching Higher Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches, with services including investment policy development and tailored performance reporting.

Kayla Rice is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. She has worked at Oppenheimer since 2019 and previously held roles at Carat and Universal McCann. 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 programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable share of assets managed on a non-discretionary basis.

Mark Baniszewski is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

William Kuhn is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 27 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and investment services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Allen O'brian is a CFP® with 54 years of industry experience, currently with Oppenheimer since 2017. His prior roles include nine years at Merrill and two years at UBS Financial Services. He serves as co-trustee of a living trust with his wife, managing primarily equities and mutual funds. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, providing both discretionary and non-discretionary services while maintaining custody of client assets.

Joseph Caserio is a financial advisor with Oppenheimer in Birmingham, MI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, strategic asset allocation, and performance reporting.

Peter Ulbrich Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Oppenheimer since 1999. Outside of his advisory work, he performs occasionally in a rock band called Liquor Chicken, with proceeds from shows donated to charity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides both discretionary and non-discretionary advisory services, including strategic asset allocation and retirement consulting.