our office locations
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Certified Plan Fiduciary Advisor (CPFA®)
FINRA Series 26 License
FINRA Series 63 License
FINRA Series 66 License
FINRA Series 7 License
With a distinguished career spanning nearly four decades, Christopher O’Connell is a seasoned professional dedicated to helping individuals, families, and businesses navigate the complexities of financial planning. His extensive experience, combined with an unwavering commitment to client success, empowers him to craft personalized strategies that align with his clients’ unique goals and needs.
An alumnus of the University of Nebraska-Lincoln, Chris earned his degree in Finance while demonstrating exceptional leadership as President of the Sigma Chi Fraternity. This foundation set the stage for his successful career in the financial services industry, where he has been a trusted advisor since 1986. Over the years, Chris has honed a broad skillset reflected in his impressive arsenal of certifications, including the Series 7, Series 66, Series 63, Series 26, Life & Health Insurance, and Property & Casualty licenses. This expertise enables Chris to offer comprehensive guidance across a wide spectrum of financial planning services.
Chris’s dedication to professional excellence is matched by his passion for building lasting relationships with his clients. Through his tailored approach, he provides sound financial advice and practical strategies, helping his clients pursue their financial aspirations with confidence.
Chris resides in Omaha, Nebraska, with his wife, Sandi. Together, they take pride in their two children, who are currently pursuing their own career ambitions. When he’s not working with clients, Chris can often be found on the golf course, cherishing quality time with friends and family. He also enjoys supporting his children’s endeavors and values the meaningful moments he shares with his loved ones.
Chris’s balance of professional expertise and personal values reflects his holistic approach to financial planning. His focus on fostering strong connections, both professionally and personally, continues to set him apart as a trusted guide in achieving lasting financial success.