John J. (JJ) O'Hare III, CPWA®

Managing Director, Wealth Manager

John (JJ) began his career in wealth management in 2011. JJ works closely with clients on wealth management and wealth transition strategies. For the team, he focuses on portfolio analysis, investment strategies and retirement services that address individual risk tolerances, time horizon, liquidity needs and overall investment goals. JJ earned the Certified Private Wealth Advisor® designation (CPWA®), a designation for financial advisors who work with high net worth clients on the life cycle of wealth: accumulation, preservation and distribution. 

JJ earned his Bachelor of Science degree in both Finance and Economics from the University of Wisconsin – La Crosse. JJ enjoys participating in upland bird hunting and IDPA tournaments. He resides with his wife, Christine, and their two children in Cedarburg, WI.



Phone (414) 644-0068
Fax (414) 644-0069