Our Team

Jeff began his investment / insurance career in 1995 with New York Life. In addition to being an insurance professional, he is a registered representative and investment advisor representative, holding holds series 6,7,63 and 66 through LPL Financial. As a full-service wealth advisor, he help’s clients evaluate their current situation, identify shortcomings and establish a comprehensive financial plan to help them pursue their goals.

Jeff grew up in Colorado Springs and has all of his family within a few miles. He has participated in many community organizations, most prominently as a City Planning Commissioner for the City of Colorado Springs (2012–2018). For 15 years, before moving back to Colorado Springs in 2007, he lived in Las Vegas and was very active in that community (Anti-Defamation League Executive Board, Jewish Federation Foundation Committee, Congregation Ner Tamid Executive Board / Men’s Club President and the Las Vegas Chamber of Commerce). He has many clients in Las Vegas and works there every quarter.

In his spare time, he enjoys spending time with his nearby niece and nephew. Hiking with his dogs is a favorite activity.

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 for advisory clients and holds Series 7, 24, 55, and 63 securities licenses through LPL Financial and insurance licenses. His experience 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.