Joe O’Neill, CFP®

Case Manager

Joe brings a varied background to our team with education and experience in the engineering, operations, taxation, and financial fields. Combining his education and work experience with his life experience allows Joe to bring a unique perspective to our back office and plan preparation activities.

Married with two children, Joe’s focus has always been his family, and he enjoys assisting other families in reaching their personal and financial goals.

Phone 630.517.4606