Christian O'Connor

Christian O'Connor

Investment Advisor Representative

Born and raised in Williams Bay, Christian is excited to be back working in the area that has given him so much. After double majoring in Supply Chain Management and Marketing from the University of Wisconsin- Oshkosh, he spent nearly a decade in the corporate world. It was not until he started a family and was met with important financial decisions that he found his true calling – helping others navigate life's financial challenges. To him, there is nothing more rewarding than working with a client to develop a comprehensive plan that fits their unique lifestyle.

Christian holds a Series 7, Series 66, and Life/Health Insurance certifications. He is currently working towards his Enrolled Agent licensure which will allow him to not only perform tax services, but it will give his clients the unique opportunity to fully understand the tax impact created by every investment.  

Outside of work, you can find Christian chasing around his family, enjoying our beautiful lakes, or tinkering on his Jeep Wrangler. Give him a call today to learn more about what he can do for your family (or to hear about the time he played pickup basketball with Joe Montana – true story!)

independent financial advisor

Phone 262-723-3898
Mobile Phone 262-408-0210