With over two decades of experience in the financial services industry, I bring a wealth of knowledge to crafting personalized financial strategies for my clients.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I actively educate clients on financial literacy, investment principles, and wealth management strategies. By collaborating with tax professionals, estate planners, and insurance agents, I provide holistic financial solutions to help address their financial well-being.
Serving clients in Maryland, Pennsylvania, Delaware, Florida, and Tennessee, I am dedicated to delivering unparalleled service. I strive to make the process of creating a financial strategy both effective and educational, empowering clients to make informed decisions.
Outside the office, I reside in Bel Air, Maryland, with my wife Shannon, daughters Morgan and Olivia, and our furry friend, Oliver. When not assisting clients, I enjoy family vacations in Myrtle Beach, coaching soccer, and volunteering in our local soccer program.
Registered RepresentativeAndrew O Connor
With over two decades of experience in the financial services industry, I bring a wealth of knowledge to crafting personalized financial strategies for my clients.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I actively educate clients on financial literacy, investment principles, and wealth management strategies. By collaborating with tax professionals, estate planners, and insurance agents, I provide holistic financial solutions to help address their financial well-being.
Serving clients in Maryland, Pennsylvania, Delaware, Florida, and Tennessee, I am dedicated to delivering unparalleled service. I strive to make the process of creating a financial strategy both effective and educational, empowering clients to make informed decisions.
Outside the office, I reside in Bel Air, Maryland, with my wife Shannon, daughters Morgan and Olivia, and our furry friend, Oliver. When not assisting clients, I enjoy family vacations in Myrtle Beach, coaching soccer, and volunteering in our local soccer program.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Advisors, I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.