Meet Our Team
About Us
John O’Connor
CEO, Founder
John O’Connor has been assisting seniors, business professionals, and self-employed people for more than 35 years to protect their assets and invest wisely. John has also trained numerous colleagues on insurance products and retirement investing throughout Illinois, Wisconsin, Indiana, Missouri, California, and Texas.
John is extremely knowledgeable and passionate about his work. His clients find him to be personable and incredibly dedicated to their needs. Through his planning strategies, his clients realize reduced exposure to stock volatility, income tax savings, protection of assets, and reduction in the expense created by probate. He is the ideal planner for people seeking to work with someone who can provide total financial and estate planning.
John is CEO and Founder of O’Connor Wealth Management. His organization enjoys a large presence in Illinois. His company’s primary focus is to help people transition into retirement without concern of losing the money they have worked hard to build and cannot replace.
John served in the United States Marine Corps from 1969 to 1973. He also served a tour in the Republic of Vietnam with the First Marine Air Wing at Danang, South Vietnam. After receiving an Honorable Discharge in 1973, John studied business administration in Chicago.
John lives with his wife Cathy in the suburbs of Chicago and believes that his family is the cornerstone of his success.
Ryan O’Connor
Investment Advisor
Ryan joined O’Connor Wealth Management in 2022 as a Financial Advisor. Like his father, Ryan believes strongly in retirement planning. Ryan’s main goal is to set his clients up for their absolute best financial success through a variety of different investment and safe-money strategies. Ryan wants his clients to live their best life in their retirement years without having to worry about how they are going to make ends meet.
Adam Naser
Investment Advisor
After studying Finance and Psychology at University of Illinois at Chicago, Adam joined O’Connor Wealth Management in 2023 as an advisor. Adam’s passion is to help clients meet their financial needs and attain their retirement goals. Adam approaches each case with a distinctive mix of traditional methods and new, contemporary tactics to make sure every client receives the most up-to-date information and financial strategies.
Chris O’Connor
Financial Services Representative
Chris has been with O’Connor Wealth Management since 2014. Chris utilizes a unique blend of financial services knowledge, client relationship management, and sales experience to create comprehensive safe retirement planning strategies for all of his clients. Chris’s significant experience in the financial services industry has allowed him to exhaust all possibilities in each and every case to ensure a client’s specific goals and needs are met properly.
Christopher Felkins
Executive Assistant
Chris is John’s Executive Assistant and has been with O’Connor Wealth Management since 2019. Chris handles all day-to-day business operations, as well as collaborates with the firm’s managing partners and agencies to continually innovate and keep the business forward-thinking. Chris works side-by-side with John and all of the financial advisors to ensure everyone coming into the office has the best experience possible. Chris communicates directly with all of the firm’s clients to guarantee each of his/her pre-appointment and post-appointment needs are met.
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
Steve Osterink, Jr. , CFA, CFP®, AIF®
Chief Investment Officer
-
Steve Jr. leads the Investment Team through his strong commitment to personal finance and asset management and is the driving force behind the innovation and development of our investment solutions.
Jon Lohr, CFA, CFP®
Research Director
-
Jon oversees the Investment Team’s daily investment research and portfolio management responsibilities, including asset allocation research, fund monitoring, due diligence, and investment strategy evaluation and implementation.
Nick Heinrich, CFA, CFP®
Financial Planning Director
-
Nick contributes to the Investment Team’s research and portfolio management functions and leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients.
Brian Kragt
Operations Director
-
Brian oversees the Investment Team’s trade management and portfolio accounting systems, which includes implementing investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Janine Osterink
Chief Compliance Officer
-
Janine leads our compliance program and supports our Investment Team by helping us adhere to legal, regulatory, and internal requirements and policies with the goal of promoting trust and reducing risk for our valued clients.
Mike Baker
Technology Director
-
Mike leads our technology initiatives on behalf of the Investment Team which impact our client communication and overall client experience as well as support our trade management and portfolio accounting functions.