Meet the team

As a client of O’Connor Wealth Management, your family becomes a special part of ours. We know you want to make smart choices with your money. At O’Connor Wealth Management, we help individuals and families make wise financial decisions, so they can pursue their goals with confidence. We invite you to schedule a call today to get started. And in the meantime, learn how we can guide you to a confident financial future, by exploring these links to learn more about us. We’re eager to learn more about you, too!

Tim O'Connor

Tim O’Connor

Founder, Senior Advisor

Kathy Cottrell

Kathy Cottrell

Director of Client Relations

Payne Schoen

Payne Schoen

Chief Operating Officer

Julie O'Connor

Julie O’Connor

Director of Client Experience

Jack O'Connor

Jack O’Connor

Associate Advisor