Services 100 Questions Restricted Stock Units (RSU's)
 
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Experts, here for you

 
 

O’Connor Financial Group’s mission is to help people in the midst of significant financial issues, from high-stakes opportunities to questions keeping them awake at night, reach a place of contentment.

 

MISSION-DRIVEN

Everything we do is to help our clients pursue a place of contentment with their financial situation.

CLIENT-CENTERED

Unlike our competitors, we don't apply cookie-cutter solutions. Instead, we put the needs of our clients first.

RELATIONSHIP-BUILDERS

We focus on developing honest relationships to work toward realistic solutions for every client.

Meet the Team

 
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Tim O’Connor

Founder, Senior Advisor

Tim O'Connor

Many people want to know they will be okay, today and down the road. With today’s sensational news, changing market conditions, and so many other variables, it can feel a little unsettling to consider what life will be like after your earning and saving years.

As a husband, a father, and committed member in his community, Tim understands first-hand how important it is for you to make smart choices with your money. In 1991, Tim founded O’Connor Financial Group to help hundreds of individuals and families make wise financial decisions, so they can pursue their goals with confidence.

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Jack O’Connor, CFP ®

Advisor

Jack O'Connor, CFP ®

Over time, your financial world has a way of becoming more and more complex. At a certain point, each decision you make will have a significant impact on your future lifestyle and options. To know you’re making wise choices with your money, you’ll need a guide you can trust.

With experience helping high net worth individuals and families manage their financial matters, Jack understands how important it is for you to make sound decisions with your money. That’s why Jack is dedicated to helping people, just like you, make smart financial choices today, to enjoy confidence tomorrow.

Jack is also committed to continually building expertise to provide the highest level of planning and service possible. As part of that effort, Jack completed Northwestern University’s Certificate of Financial Planning in May 2021, and earned the CERTIFIED FINANCIAL PLANNER ™ certification in July 2021.

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Daniel Westergaard

Advisor

Daniel Westergaard

Investing for the future can be nerve wrecking. Am I making the right decisions? Am I taking on too much risk? Will I ever achieve my goals? To help give you peace of mind, having an experienced investor on your side can make a world of difference.

With years of experience working for some of the largest asset managers in the world, Daniel understands how important it is for you to make wise investment decisions. That’s why Daniel has brought his understanding of investments and financial markets and dedicated his time to helping people just like you.


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Kathy Cottrell

Director of Client Relations

Kathy Cottrell

Kathy Cottrell is the Director of Client Relationships at O’Connor Financial Group, helping hundreds of families and individuals feel confident with every step of our process.

She understands how important clear and personal communication is when it comes to clarifying your financial plan. That’s why Kathy is so dedicated to offering you the professional level of service you expect with the personal attention you deserve as you pursue your financial goals.

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Julie O’Connor

Director of Client Experience

Julie O'Connor

Julie is the champion of office administration and special events at O’Connor Financial Group, with a passion for creating exceptional client experiences. From her years of experience in business, Julie understands how important it is for you to feel good about each decision you make. That’s why she’s so dedicated to the accurate and timely coordination of special projects and events for our clients and team.

A lifelong member of the Quincy community, Julie mentors youth in local schools and serves in a year-round capacity with Operation Christmas Child.

Katie Reinhardt

Executive Assistant

Katie O'Connor

Katie O'Connor counts it as a joy to contribute to the business she's watched her dad faithfully build for the past 30 years. Her role calls her to wear many hats, but the heart of her efforts is always to build stronger, more meaningful relationships. She understands the value of consistency and kindness and is committed to delivering that kind of service to you each day.

Ready to connect?

Our team is excited to partner with you!