Mike O'Connor

Mike O'Connor is a fee-based advisor focused on comprehensive financial planning, retirement planning, estate planning, and more.

He emphasizes the importance of planning and coaching emotion to help individuals make informed decisions about their finances.

With a background in marketing from Indiana University Bloomington and experience in wealth management, he aims to earn, build, and maintain trust with clients.

Mike's expertise includes portfolio audit, gap analysis, insurance audit, and investment in institutional asset classes, private offerings, ETFs, and mutual funds.

Formerly associated with Chicago Partners Wealth Advisors and O'Connor Wealth Management Group, Mike has a track record of leveraging his skills in financial services.

By identifying goals, committing to a game plan, measuring progress, and implementing strategies, Mike believes in the importance of long-term financial planning over short-term portfolio performance.