About Us

John O'Connor, CSFP John O'Connor


John O'Connor has been assisting seniors, business professionals, and self-employed people for over 25 years to protect their assets and invest wisely. John has also trained numerous colleagues on insurance products and retirement investing throughout Illinois, California, MIchigan, Colorado, Wisconsin, Indiana, and Missouri.


John is extremely knowledgable and passionate about his work. His clients find him to be personable and incredibly dedicated to their needs. Through his planning strategies, his clients realize reduced exposure to stock volatility, income tax savings, protection of assets from nursing home and Medicaid seizure, and reduction in the expense created by probate. He is the ideal planner for people seeking to work with someone who can provide total financial and estate planning.


John is President of O'Connor & Associates. His organization enjoys a large presence in Illinois. His company's primary focus is to help people transition in retirement without concern for losing the money they have worked hard to build and cannot replace. He has been given the complaint-free award every year by the Better Business Bureau, and is rated A+. Click the BBB link above to view their site.


John served in the United States Marine Corps from 1969 to 1973. He also served a tour in the Republic of Vietnam with the First Marine Air Wing at Danang, South Vietnam from 1969 through 1970. After receiving an Honorable Discharge in 1973, John attended Wright College in Chicago, IL with a major in business administration.


John lives with his wife, Cathy, and his two children, Kristen and Ryan in the South Suburbs of Chicago. John believes that his family is the cornerstone of his success.


Dana RomanDana Roman


Dana Roman has been John's business partner for eleven years, and is fully licensed to sell and service all of O'Connor and Associates products.