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.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
