With over 80 years of collective financial services experience, our team is the one resource you can rely on for independent, straightforward insight, advice and investment management solutions. Our independent advisors act in a fiduciary capacity to offer custom evaluation of your unique financial situation and provide personalized insight to help you work toward your goals. We are available to help guide you with investment management, tax planning, retirement & income planning, college planning, estate & legacy planning; we offer advice on insurance, budgeting, maximizing Social Security, as well as philanthropic giving.
Paul O’Hara, CFP®
President/Chief Investment Officer
Paul.OHara@lpl.com
Paul O’Hara is a wealth management professional and financial planner with over 25 years of Wall Street experience. Paul holds the prestigious Certified Financial Planner (CFP®) designation. He is a fiduciary and holds Series 7, 24, 55, and 63 securities and insurance licenses. His expertise includes financial market and investment analysis, design of risk-managed portfolios. Paul and his wife Allison have enjoyed raising two wonderful children in Colorado since 2006. In his free time, he coaches high school basketball and enjoys skiing and hiking.
Jeffrey Markewich
Wealth Advisor/Financial Planner
Jeffrey.Markewich@lpl.com
Jeff Markewich is an investment and insurance management professional with over 25 years of financial services experience. Jeff began his career in 1995 with the New York Life company, where he became an expert in insurance planning (life, disability, long-term care, estate planning) and a registered representative. Jeff holds an investment advisor designation. His licenses include Series 6, 7, 63, 66, and insurance through LPL Financial. As a full-service wealth advisor, Jeff guides clients through a comprehensive evaluation of their current situation and helps them identify shortcomings and opportunities.
Rey Cinocco
Wealth Advisor/Financial Planner
Rey.Cinocco@lpl.com
Rey has been serving the financial needs of individuals, families, and businesses throughout the Colorado Front Range since 1991. He and his wife of 36 years live in Colorado Springs and lay claim to bringing three Colorado natives to the world.
Greg Smith
Wealth Advisor/Financial Planner
Greg.L.Smith@lpl.com
As a Financial Planning Specialist, Greg strives to help individuals, families, and businesses exceed their goals and expectations through his commitment to top notch customer service, and attention to detail. He and his fiance enjoy traveling, hiking, and their two cats.
Ian O’Hara
Analyst
Ian.OHara@lpl.com
Ian graduated recently from Cal Poly San Luis Obispo in 2020 with a degree in quantitative analysis. A New Jersey native, Ian is a former college lacrosse player and avid hockey fan. His hobbies include skiing, hiking, and landscape photography.