Frankenmuth, MI Office

Daniel Waskiewicz is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Byron Swarts is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2012. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Douglas Kline is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he is a partner and landowner involved in farmland rental activities. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a broad range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored by program and advisor, and manages approximately $36.7 billion in assets as of the end of 2025.