Meet the Opheim Wealth Team

We represent a diverse range of backgrounds, experience, and expertise which gives us the depth and specialized skills to deal with a broad range of complexities faced by families.
OUR TEAM
Josh Opheim
ADVISOR & ASSOCIATE DIRECTOR
Drew Miles
ASSOCIATE
Colin Biblow
ESTATE PLANNING SPECIALIST
Avideh Parent
WILL & ESTATE CONSULTANT
Faisal Jamal
BUSINESS OWNER SPECIALIST
Tim Squire
FINANCIAL PLANNING SPECIALIST
Kelly Kudeba
PRIVATE BANKER
Andrea Crain
PREMIER BANKING ADVISOR
Melanie Lishchynsky
GROUP ADVANTAGE CONSULTANT
Karen Snowdon-Steacy
SENIOR TRUST ADVISOR
 

Interested in Learning More?

We are a professional team that specializes in serving the needs of families of wealth with a personal touch. We’d love to start a conversation.