
Mike O'Connor
Partner
Mike O'Connor
PartnerBackground
B.A. Indiana University
Favorite Quote
"Not everything that can be counted counts, and not everything that counts can be counted."
- Albert Einstein
Mike O'Connor
Mike joined Chicago Partners in 2017 with over 10 years of experience providing comprehensive planning advice to individuals and foundations. Previously, he was Founder and President of O’Connor Wealth Management Group. Prior to finding his own firm, Mike was a Registered Investment Advisor with Woodbury Financial Services.
Mike implements a process called Values Based Financial Planning. The seven step process is designed to earn, build and maintain a mutual trust. The seven steps include:
Background
B.A. Indiana University
Favorite Quote
"Not everything that can be counted counts, and not everything that counts can be counted."
- Albert Einstein
Mike's Bio
Mike joined Chicago Partners in 2017 with over 10 years of experience providing comprehensive planning advice to individuals and foundations. Previously, he was Founder and President of O’Connor Wealth Management Group. Prior to finding his own firm, Mike was a Registered Investment Advisor with Woodbury Financial Services.
Mike implements a process called Values Based Financial Planning. The seven step process is designed to earn, build and maintain a mutual trust. The seven steps include: