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Christian O'Connor, EA

Christian O'Connor, EA

Tax & Financial Advisor

Office: 262-723-3898
Mobile: 262-408-0210
E-mail:

Website: Visit my web site!

 

About Christian:

After double majoring in Supply Chain Management and Marketing from the University of Wisconsin- Oshkosh, I spent nearly a decade in the corporate world managing a 500,00 Sq Ft Distribution Center for a Tier 1 automotive supplier. It was not until I started a family and was met with my own important financial decisions that I found my true passion–helping others navigate life's financial challenges. To me, there is nothing more rewarding than working with a client to develop a comprehensive plan that fits their unique lifestyle.

Where I truly bring value to my clients is the opportunity to manage their investments and taxes under one roof. As an IRS recognized Enrolled Agent and authorized E-File provider, I provide my clients the opportunity to receive quality in-house tax preparation in addition to our comprehensive list of financial services.

Outside of work, you can find me chasing around my family, enjoying our beautiful lakes, or tinkering on my Jeep Wrangler. Give me a call today to learn about the value I can bring to your investments (or to hear about the time he played pickup basketball with Joe Montana – true story!)

Schedule a no-obligation introductory meeting


Meet the O'Connor Family

Financial Advisor Walworth County

My "Intern"

Financial Planning Walworth County

The Hobby Car (Not ideal for small children)

Fee Based Financial Planning Walworth County

Remote Office

Financial Advisor Lake Geneva Walworth County WI

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck