Portage, MI Office

Lindsay Schmitt is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer, Schmitt worked at Charles Schwab and Amerifirst Financial Corporation. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services using both discretionary and non-discretionary approaches, combining strategic asset allocation, manager selection, and periodic portfolio reviews.

Elizabeth Bingham is a financial advisor at Oppenheimer with nine years of industry experience. She holds the Series 66 designation and previously worked at The Limited and Western Michigan University before joining Oppenheimer. 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, using both discretionary and non-discretionary approaches.

James Montmorency is a financial advisor at Oppenheimer with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1999. Montmorency is also a trustee of the James Montmorency Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services with both discretionary and non-discretionary advisory approaches.

Debra Kalleward is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fahnestock & Co., Inc. since 1995. 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 broad range of programs and advisory services, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Mari Katherine Ambro is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and three years of industry experience. Prior to her current role, she worked in various positions including at Boesky Chiropractic, Natural Health Center, and Gull Lake View Golf Club and Resort. She also has experience in education, having worked at Miami University and Saint Mary's School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Edward Heidema is a financial advisor at Oppenheimer with a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience in various roles outside the financial advisory industry, including positions at Mitten Brewing Company and Terra GR. 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 advisory programs with both discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios.

Clifford Hodgman is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Ameriprise Advisor Services, Inc. from 2007 to 2009. Outside of his advisory role, he is the founder and chairman of the Hodgman Tennis Academy, a nonprofit organization focused on coaching and mentoring children in tennis. Oppenheimer serves a broad range of clients, including individuals, corporations, and charitable organizations, offering diverse advisory programs and investment solutions delivered on both discretionary and non-discretionary bases. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses, with a notable portion of assets managed on a non-discretionary basis.

Jeffrey Witt is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Oppenheimer since 2011 and previously spent time at Wachovia Bank and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs with both discretionary and non-discretionary services, focusing on strategic and tactical asset allocation, manager selection, and tailored consulting and retirement planning.

Michael Murdock is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Kestra Investment Services, and LPL Financial. Outside of his advisory role, he officiates youth basketball games. 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 wide range of advisory programs utilizing both discretionary and non-discretionary approaches, with an emphasis on strategic asset allocation and comprehensive portfolio management.

Kyle Montmorency is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Oppenheimer since 2015. He holds a Series 66 license and is based in Portage, Michigan. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, and manages both discretionary and non-discretionary accounts across various portfolio types.

Athanacia Frey is a financial advisor at Oppenheimer with 11 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2015. 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 programs and advisory services that include discretionary and non-discretionary management, with expertise in equity, balanced, and fixed-income portfolios.

Scott Heidema is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2013, following four years at Edward Jones. 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 broad range of programs delivered through discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.