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Stephanie O'Hara

Stephanie O'Hara

Director of Wealth Management / Special Care Planner

Stephanie focuses on providing comprehensive financial advice to professionals,business owners and multi-generational families. She specializes in asset management, retirement income planning and protection strategies. Stephanie is passionate about financial planning for families who have dependents with special needs. Dedicated to providing excellent, consistent service, Stephanie puts her experience and expertise to work for you.

Stephanie attended college in England and has lived and worked all over the world, including Dubai, Africa, Malaysia, Greece & Haiti. She relocated to the U.S. more than 30 years ago with her family. Stephanie has been in the financial services industry for 25+ years and is an the teams Special Care Planner and Retirewise presenter.

California License #0M20235 and State of Domicile is Illinois.