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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement and financial planning strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a comprehensive estate strategy?
  • Do I have enough life insurance for my family?

Our experienced financial professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Timothy J. O’Connor

CEO and Founder

(217) 223-0113

(217) 223-0539

[email protected]

Timothy J. O’Connor is the CEO and Founder of O’Connor Wealth Management, LLC. He has been in the financial service Industry since 1988. He specializes in coaching individuals to prudently invest their money, and organize their assets...
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Kathy Cottrell

Director of Client Relations

(217) 223-0113

(217) 223-0539

[email protected]

“I take pride in providing you with great service and will continue to educate myself in all areas of office management in order to continue providing you the best experience possible.”
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