Portage, MI Office

Lindsay Schmitt is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Oppenheimer, she worked at Charles Schwab and Amerifirst Financial Corporation. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Elizabeth Bingham is a financial advisor at Oppenheimer with eight years of industry experience. She holds a Series 66 designation and previously worked at The Limited and Western Michigan University. Bingham has been with Oppenheimer since 2017. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using strategic and tactical asset allocation alongside a variety of investment strategies.

James Montmorency is a financial advisor with Oppenheimer in Portage, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Fahnestock & Co., Inc. for 27 years and serves as trustee of the James Montmorency Living Trust. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management, consulting, and financial planning programs with both discretionary and non-discretionary investment approaches.

Debra Kalleward is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fahnestock & Co., Inc. since 1995. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, while also acting as a qualified custodian.

Mari Katherine Ambro is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Boesky Chiropractic, Natural Health Center, and Gull Lake View Golf Club and Resort, as well as positions in education at Miami University and Saint Mary's School. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering various advisory and brokerage services. The firm uses strategic and tactical asset allocation and manager selection to construct client solutions, with a notable focus on both discretionary and non-discretionary investment management programs.

Edward Heidema is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. His work history includes roles at Oppenheimer & Co. Inc. and various companies outside the financial sector, such as Terra GR and Mitten Brewing Company. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing asset allocation, manager selection, and periodic rebalancing, with approximately $36.7 billion in assets under management as of the end of 2025.

Clifford Hodgman is a financial advisor with Oppenheimer in Portage, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, Hodgman is the founder and chairman of the Hodgman Tennis Academy, a nonprofit organization focused on providing tennis coaching and mentorship to children in Kalamazoo, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies while acting as a qualified custodian and providing both discretionary and non-discretionary investment management programs.

Jeffrey Witt is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Oppenheimer since 2011 and has been with Wachovia Bank, N.A. since 2003. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a variety of investment strategies and acts as a qualified custodian for client assets.

Michael Murdock is a financial advisor with Oppenheimer, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. Outside of his advisory role, he officiates youth and high school basketball games. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies and provides services to both institutional and unaffiliated advisors.

Kyle Montmorency is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds the Series 66 designation and is based in Portage, MI. 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 alongside manager selection and various investment vehicles to meet client objectives.

Athanacia Frey is a financial advisor with Oppenheimer in Portage, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable emphasis on both discretionary and non-discretionary account management.

Scott Heidema is a Series 66-registered financial advisor with Oppenheimer & Co. Inc., where he has worked since 2013. He has 17 years of industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets across discretionary and non-discretionary relationships.