With over 100 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/Financial Planner/Chief Investment Officer Paul.OHara@lpl.com
Paul O’Hara is a wealth management professional and financial planner with over 30 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 markets and investment analysis, design of risk-managed portfolios and financial planning. 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/Insurance Specialist Jeffrey.Markewich@lpl.com
Jeff Markewich is an investment and insurance management professional with over 30 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.
Rebecca Bayless, MSM, CFP®, CDFA®
Wealth Advisor|Divorce Financial Planning Rebecca.Bayless@lpl.com
Rebecca Bayless is a Certified Financial Planner® professional and Certified Divorce Financial Analyst® practitioner who helps individuals and business owners manage wealth and navigate complex financial decisions with clarity, confidence, and care. With nearly three decades of experience, she specializes in long‑term wealth planning and guiding clients through major life transitions. Born and raised in Colorado, Rebecca holds a master’s degree in organizational management.
Rebecca brings a holistic, risk‑aware approach to financial planning, aligning strategy with each client’s values, goals, and evolving circumstances. As a Certified Divorce Financial Analyst® practitioner, Rebecca brings specialized expertise to the financial complexities of divorce. She analyzes tax implications, and settlement options to support informed decisions during emotionally and financially critical moments. Rebecca offers both fee‑only and fee‑based financial planning and investment management services.
George Krasnopolskiy
Wealth Advisor/Financial Planner/Insurance Specialist George.Krasnopolskiy@lpl.com
Georgiy (George) Krasnopolskiy is a Russian Jewish Immigrant who came to the United States as a child. He was always mathematically inclined and grew up competing in chess. George’s math and interpersonal skills led him to the financial industry. His ability to plan strategically, to explain mathematical concepts and his drive to help others are what he brings to the table for clients.
Max the Airedale