Kevin O'Connor

Kevin O’Connor | Vice Chairman

For the past 30 years Kevin has delighted clients in a broad range of financial advisory activities. Formerly a practicing CPA and Personal Financial Specialist, Kevin founded and led a public accounting firm prior to founding Trusted Financial Partners, a wealth management firm. Today, Kevin serves as a senior wealth strategist and investment advisor.

DOWNLOAD V-CARD    |      EMAIL:  KEVIN O’CONNOR 

Direct: 952-253-6013

Focus

  • Devising investment strategies that make clients’ goals and dreams a reality
  • Wealth enhancement and protection, wealth transfer and charitable giving
  • Business strategy and business succession

Education

  • MS, Information Systems, University of Wisconsin
  • BA, Accounting and Economics, St. Mary’s University of Minnesota
  • Certified Public Accountant® (Inactive)
  • Formerly AICPA designated Personal Financial Specialist

Prior Experience

  • Founder, President & Managing Partner, O’Connor Gearty & Co.
  • Partner, Carver Moquist & O’Connor

Other

  • Deacon, St. Joseph the Worker Church
  • Community Volunteer