Helios Group Brochure - Oppenheimer & Co. Inc.

Committed to wealth preservation and growth

Our TeamChristopher T. Odem, CIMA®Executive Director – InvestmentsAsset Management ConsultantPrivate Client DivisionChristopher Odem is one of thefounding members of The HeliosGroup. He entered the financialindustry in 1994 to focus exclusively on working with theConsulting Group of Oppenheimer Asset Management,Inc. Chris provides wealth management counsel primarilyto the clients of a select group of West Coast tax, legaland estate advisory firms.Chris attended the University of Southern Californiaand received a B.A. in Economics from Seattle PacificUniversity. In 1998 he received his Certified InvestmentManagement Analyst (CIMA ® ) designation from theInvestment Management Consultants Associationthrough the Wharton School at the University ofPennsylvania.Chris was born and raised in Seattle and currentlyresides in Bellevue, WA where he and his son enjoy golf,boating, and snow skiing.(425) 709-0440 | chris.odem@opco.comRobyn SabinRegistered Client Service AssociateRobyn Sabin is a key member ofThe Helios Group support team.She works directly with clients toensure that all the details of clientaccounts are implemented properlyand promptly. She joined the firm after seventeen yearswith Bank of America in the trust and investment division.Both The Helios Group and its clients should benefit fromRobyn’s operational experience and efforts.Robyn received a B.A. in Sociology/Economics from theUniversity of Washington. Born and raised in Seattle, Robyncurrently resides in Bothell, WA with her husband and twodaughters. She enjoys all sports, hiking, and biking.(425) 709-0436 | robyn.sabin@opco.comTrevor W. Sharp, CIMA®Financial AdvisorTrevor Sharp is a Financial Advisorof The Helios Group. Trevorprovides wealth managementcounsel primarily to the clients ofa select group of West Coast tax,legal and estate advisory firms.Trevor received a B.A. in Business Administration(Finance) from Seattle Pacific University. In 2006 hereceived his Certified Investment Management Analyst(CIMA ® ) designation from the Investment ManagementConsultants Association through the Wharton School atthe University of Pennsylvania.Trevor currently resides in Seattle with his wife and twodaughters. He enjoys travel, painting, and running.(425) 709-0437 | trevor.sharp@opco.comKathryn J. SuchRegistered Client Service AssociateKathryn plays a major role in TheHelios Group by supporting theadministrative and marketingaspects of the group. Kathrynjoined the firm after six years withUBS Financial Services. The Helios Group and its clientsshould benefit form Kathryn’s dedication to puttingclients’ needs first.Kathryn received a B.S. in Financial Services from SanDiego State University. She currently resides in Seattlewith her husband and son. Being an outdoor enthusiastshe enjoys anything in nature, especially backpacking,bike riding, and photography.(425) 709-0439 | kathryn.such@opco.com

About The Helios GroupThe Helios Group is a team of financial advisors to a growingnumber of affluent individuals and families on the WestCoast. Our commitment to our clients’ investment needs,our experienced and dedicated professionals, and our proudtradition empower us to deliver effective and innovativesolutions to our clients.About Oppenheimer & Co. Inc.Oppenheimer & Co. Inc. is a leading investment bank andfull-service investment firm that provides financial services andadvice to high net worth investors, individuals, businesses andinstitutions. With roots tracing back 125 years, Oppenheimeris committed to providing investors with the necessaryexpertise and insight to meet the challenge of achieving theirfinancial goals.The Helios Group ofOppenheimer & Co. Inc.500 108th Avenue NESuite 2100Bellevue, WA 98004Toll Free: (800) 531-3110Fax: (425) 709-0433www.opco.comOppenheimer Asset Management Inc. andthe Oppenheimer Trust Company are whollyowned subsidiaries of Oppenheimer HoldingsInc., which also wholly owns Oppenheimer &Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities areoffered through Oppenheimer.For further information about the products/programs available and their suitabilityfor your portfolio, please contact yourOppenheimer Financial Advisor. Any discussionof securities, including any hedge funds orother alternative investments, should not beconstrued as a recommendation or an offeror solicitation to buy or sell interest in anysuch securities. Securities products offered orsold by Oppenheimer will not be endorsed orguaranteed by Oppenheimer and will be subjectto investment risks, including the possible lossof principal invested. Alternative investmentsare made available only to qualified investorsand involve varying degrees of risk. NeitherOppenheimer, OAM, nor the OppenheimerTrust Company provide legal or tax advice.However, your Oppenheimer Financial Advisorwill work with clients, their attorneys and theirtax professionals to help ensure all of their needsare met and properly executed.If you select one or more of the advisory services(i.e.: Planning Services) offered by Oppenheimer& Co. Inc. or its affiliate OppenheimerAsset Management Inc., we will be acting inan advisory capacity. If you ask us to effectsecurities transactions for you, we will be actingas a broker-dealer. Please see the Oppenheimer& Co. Inc. website, www.opco.com or call thebranch manager of the office that services youraccount, for further information regarding thedifferences between brokerage and advisoryproducts and services.©2012 Oppenheimer & Co. Inc. TransactsBusiness on All Principal Exchanges andMember SIPC. All rights reserved. Thisbrochure is intended for informational purposesonly. All information provided and opinionsexpressed are subject to change without notice.No part of this brochure may be reproduced inany manner without the written permission ofOppenheimer.G71061312RM1