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Name
Andrew O'Connor, CFP®
Title
President of Parker Douglas Wealth Management
Bio
I’m Andrew O’Connor. I come from a military family and grew up in the Omaha, NE area. I felt a calling to serve, and enlisted in the Army, serving for 8 years. While serving, I completed a B.S. in Community and Regional Planning from Iowa State University and an MBA from the University of Nebraska. A decade ago, I felt another calling to serve, and enlisted my skills in Financial Services, helping people live better financial lives. Since then, I’ve been loving life spending time with my family, and working in Denver, Colorado.
Who Can I Help?
I work with high achievers in their respective fields. This includes both executives and business owners. Realizing that our clients have limited time, it is important that I offer a plan that will save you time, offer peace-of-mind, and help you map your future. Additionally, we offer an objective, one-stop solution for individuals and business owners alike.
Why Work with Me?
Most people lack the time and/or desire to adequately plan for their future. Further, most of our clients do not fit in the traditional mold of working until age 67, drawing full Social Security Benefits, and sitting around the house watching T.V. the rest of their lives. That’s why I focus on “Lifestyle Planning”. That’s looking deeper into what you truly want to accomplish with your finances, and what lifestyle you want to live. From there, we customize a plan striving to afford you the lifestyle you want. Your situation is unique, so why have a cookie-cutter plan?
Who Can I Help?
I work with high achievers in their respective fields. This includes both executives and business owners. Realizing that our clients have limited time, it is important that I offer a plan that will save you time, offer peace-of-mind, and help you map your future. Additionally, we offer an objective, one-stop solution for individuals and business owners alike.
Why Work with Me?
Most people lack the time and/or desire to adequately plan for their future. Further, most of our clients do not fit in the traditional mold of working until age 67, drawing full Social Security Benefits, and sitting around the house watching T.V. the rest of their lives. That’s why I focus on “Lifestyle Planning”. That’s looking deeper into what you truly want to accomplish with your finances, and what lifestyle you want to live. From there, we customize a plan striving to afford you the lifestyle you want. Your situation is unique, so why have a cookie-cutter plan?
