David Naert

Since starting his career at Oppenheimer, Zach has taken pride in helping his clients make strides towards reaching their financial goals. Through his commitment to building one-on-one relationships with his clients, he is able to deliver a comprehensive wealth management approach that is tailored to the client's specific needs and adaptable to changing market conditions. Zach graduated Magna Cum Laude from the University of Missouri- Columbia with a B.S. in Finance. He holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and Securities Industry Essentials Exam (SIE). Additionally, Zach is licensed as an agent for Life and Health Insurance. When he's not helping his clients, Zach can be found on the golf course, and playing with his Cavalier King Charles Spaniel Hailey. He is also a Saint Louis Cardinals fan and enjoys catching a game when he can!

Mary began her career in Financial Services in 1977 where she was a member of the Compliance Department at Edward Jones & Co. Since that time, she has worked in various capacities in her roles at four other firms before finally, in 2006, joining Oppenheimer & Co. Inc. In her current role as Senior Financial Associate, Mary has the breadth to take care of our clients when Dave is unavailable.

Mary's experience has taught her that servicing the client is the most important and rewarding role in our industry. Working directly with David Naert for over 15 years, Mary strives to ensure her clients receive unmatched service. She consistently works to instill clients with the knowledge that we are their advocate in helping them reach their financial goals. Additionally, our team approach helps provide the highest standard of service.

Mary received her B.A. in Organizational Management from Cabrini College, Radnor, PA, graduating Magna Cum Laude. She holds the FINRA series 7 and 63 registrations and is obtained her CFP^®certification in 2006.

Mary lives in St. Louis, MO with her husband of 35 years. In her free time, she volunteers with the Commemorative Air Force in maintaining their B25 Mitchell, TBM Bomber and L-3 Grasshopper. She also enjoys riding her Spyder and spending time at the beach.

High performing Financial Services management professional skilled in coaching, talent development, retail investing, and delivering exceptional customer service. Demonstrated history of working with diverse work groups, leadership, territory management, training & mentoring teams, and displaying exceptional time management and integrity. Earned a Bachelor's Degree in Psychology from University of Central Florida. Series 7, 24, 63, and 66 licensed.

Linda began her career in the financial services industry in 2005 as a service associate at Edward Jones. She became fully registered in 2017. After 15 years Linda moved to Morgan Stanley as a registered client services associate in 2020. She joined Oppenheimer & Co. Inc. in July 2020 and started with the Naert Group November 2022.

Linda's time in the industry has helped her relate to clients and their expectations. Her experience is reflected in the way she delivers the client experience. Linda holds the series 7, 66 registrations. Linda lives in House Springs, MO with her husband of 8 years. In her free time she likes to spend time with her five children and three grandchildren. She enjoys riding her motorcycle with her husband and hiking on the weekends.