E-mail: [email protected]
Greg Farrall is a financial professional who has dedicated his career to the field of finance. His achievements reflect his entrepreneurial spirit and drive for excellence. Greg spent more than a decade trading equity options on the Chicago Board of Options Exchange. He founded Rubicon Investments, growing the startup into a multi-million dollar operation in the field of equity and index options. He also managed over $500 million in assets at Lakeside Financial Group. Greg’s personal success inspired him to launch a wealth management firm for the most discerning of clients.
Greg is also a pillar of his community, putting service before self. As the 2013/14 Co-chair for the United Way campaign, he helped to raise $1.8 million dollars for 38 non-profit organizations across Porter County, Indiana. He also served as President of the Valparaiso Rotary Club, and he regularly shares his time and talent for the greater good.
Greg is a graduate of Culver Academy and earned a Bachelor’s of Science degree in finance and marketing from Indiana University’s Kelley School of Business.
While he calls Valparaiso, Indiana, his home, Greg enjoys traveling the country to personally consult with Farrall Wealth’s growing client base.
Read more about why Greg became a financial advisor here.
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Executive Assistant to CEO
E-mail: [email protected]
Karolina Opiola is an Administrative Assistant helping to manage and support the operations of the business. She brings with her a strong work ethic and commitment to excellence for customer satisfaction. Her goal is to provide an exceptional level of client service with quality work, attention to detail, and a quick turnaround times.
Outside of work, Karolina loves to spend time with her family and friends. In her free time, she enjoys horseback riding, hiking, and listening to music.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Branch Operations Manager
June 2011 – Present
Joshua (Josh) Kozel is the Branch Operations Manager at Farrall Wealth. His responsibilities include overall analysis of client accounts and appraisal of family wealth.
The firm takes a tailored approach to wealth management, providing clients with a system that strongly emphasizes holistic investment discussion. Farrall Wealth’s four-phase plan, known as the Farrall Wealth Management System, walks clients along a path intended to grow, protect, preserve, and distribute their wealth.
Farrall Wealth appeals to high net worth individuals, families, and executives throughout the Midwest as well as throughout the Nation. We specialize in many areas, including private wealth management, investment management, retirement planning, insurance services, business planning, charitable gifting through life, and much more.
It is the mission of Farrall Wealth to be your stewards of irreplaceable capital. We understand that your wealth is more than just money, and we offer extensive resources and expertise for developing client strategies based on thorough, personalized research and analysis.
We are an independently owned, boutique wealth management firm supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the country with over 14,000 independent advisors nationwide.*
Our agenda includes providing our clients the financial direction they need to help pursue their investment objectives.
* As reported by Financial Planning magazine, June 1996-2021, based on total revenue. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.
Myron M. Oppenheimer
Myron M. Oppenheimer has joined Farrall Wealth as a Client Care Director working closely with clients to ensure their experience is exceptional and their service needs are met. His goal is not only to help to provide service solutions, but to provide long-term client comfort and confidence. He is looking forward to working with CEO and President, Greg Farrall to provide ongoing guidance and support in maintaining the Farrall Wealth Service Model.
Most recently as a Senior Vice President and Senior Investment Advisor in the PNC Wealth Management Group of PNC Bank in Baltimore, Maryland, Myron helped manage relationships of ultra-high net worth, sophisticated clients and family groups.
Prior to that, he served as a Senior Vice President and Relationship Manager at Bank of America. And, he began his career as a Portfolio Manager and Vice President at Mercantile Bank in 1977 in Baltimore where he managed traditional stock and bond portfolios with exposure to venture capital, real estate, and oil and gas investments.
He has served as the Treasurer of the Board of the Enoch Pratt Free Library in Baltimore and was a member of the Finance Committee of the Associated: Jewish Community Federation of Baltimore as well as a sponsor of the 200th anniversary celebration of the Battle of Fort McHenry in the War of 1812. He is a long-time member of the Baltimore Security Analysts.
Mr. Oppenheimer received his bachelor’s degree in Finance, Magna Cum Laude from the Wharton School of the University of Pennsylvania and received his MBA with a major in Finance, Summa Cum Laude from Loyola University of Maryland.
Myron’s passion is to help clients. He has been able to do this successfully for close to 40 years.
Cynthia Pajas has worked as an Executive Assistant for LPL Financial for 11 years beginning her career in September 2008. Understanding the importance of a client’s financial well-being, Cynthia has learned through her experience with LPL Financial, the importance of building strong relationships with her clients and developing trust to assist them with their financial goals. While the advisor manages the investments, financial planning, and the advisor/client relationship first; Cynthia fills in the gaps by providing superior client service, understanding the client’s needs and plans as communicated from the advisor and the client to execute any action needed to address the client’s goals and objectives.
Cynthia began her career in the financial industry in 1992 working in different financial sectors. She has found working with financial advisors and clients most rewarding and fulfilling.
Cynthia has been married for 27 years to her husband Jason. She has two children, Jason Derik and Christian Summer, currently finishing college. Her hobbies include reading, watching movies and spending time with her dogs, Sophia and Kylo.