Scottsdale, AZ Scottsdale Kierland 1,14624 North Scottsdale Road Office

Michael Eitzen is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 1990 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as co-trustee alongside his mother in managing a personal trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations, among others. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

William Friese Jr. is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 66 credential and previously worked for Arizona Associated Surgeons for 19 years. Outside of his advisory role, Friese serves as an independent contractor performing vasectomies for an underserved population in Arizona through Planned Parenthood. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Zachary Eitzen is a CFP® with 10 years of industry experience and has been with Oppenheimer since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Hoyt Vanderpool IV is a financial advisor at Oppenheimer in Scottsdale, AZ, holding a Series 66 designation and with one year of industry experience. Prior to joining Oppenheimer, he has worked in various roles at Arizona State University, fitness-related businesses, and a high school. 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 and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Heather Quinones is a financial advisor at Oppenheimer with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Wells Fargo. Quinones is based in Scottsdale, AZ. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of advisory programs that include asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary investment management across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Brian Benjamin is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in the fitness industry, including positions as a licensed independent trainer and at Jeremy Scott Fitness. 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 and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

James Ries is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2015. Ries is a co-trustee of a personal family trust established for estate planning purposes. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and services delivered on both discretionary and non-discretionary bases, including equity, balanced, and fixed-income portfolios, along with consulting and retirement services.

Jake Eitzen is a financial advisor with Oppenheimer in Scottsdale, AZ, holding a Series 66 designation and with 12 years of industry experience. He has been with Oppenheimer & Co Inc since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with advisory approaches that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Lennon Fregien Miller is a financial advisor at Oppenheimer with a Series 66 designation and seven years of experience as a self-employed financial trader. He has worked at Oppenheimer since 2025 and previously held roles in mortgage processing and automotive sales. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides various programs and advisory services across equity, balanced, and fixed-income portfolios, offering both discretionary and non-discretionary management.

Andrew Levy is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005. Levy serves as a general partner in De Korte Enterprises LLLP, a family-owned limited liability partnership, and manages several family trusts for his children and grandchildren. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services, including discretionary and non-discretionary portfolio management, retirement planning, and financial advisory programs.

Walter Usinowicz Jr. is a financial advisor with Oppenheimer, holding a Series 66 designation and 23 years of industry experience. He has been with Oppenheimer since 2005 and worked at Morgan Stanley DW Inc. from 2003 to 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment and retirement services through discretionary and non-discretionary programs, managing a broad range of portfolios with an emphasis on strategic asset allocation and client-specific reporting.

Craig Chapman is a CFP® with 30 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for 13 years. He serves as co-trustee of a personal family trust. 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 combines discretionary and non-discretionary advisory services, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

John Teetsel is a financial advisor at Oppenheimer with 43 years of industry experience. He has held his current position at Oppenheimer & Co since 2009. Outside of finance, he serves as secretary for New Vistas Academy Inc, a private school, and is proprietor of Starling Laneboatworks. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable proportion of assets managed on a non-discretionary basis.

Dimitri Spanos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities for over 15 years before joining Oppenheimer in 2022. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.