Our Team
At O’Hare Wealth Management, each of our team members contributes a specialized perspective and deep passion for helping others. Our team proudly works together with the goal of helping all clients discover financial peace of mind. Our culture of collaboration enables us to pull from one another’s areas of expertise to deliver the highest level of service to every client.
As a founding partner, John has been with the O’Hare Wealth Management team since its inception.
He holds the Chartered Financial Analyst® (CFA®) designation and has an extensive background and depth of experience as an analyst and portfolio manager with 34 years in the financial services industry. On Wall Street, his prior career involved researching companies and industries, asset allocations, strategic portfolio construction, and economic and investment strategy development. For the team, John focuses his experience to develop robust financial strategies for affluent individuals and families, companies, and executives.
John and his wife, Penny, split their time between Cedarburg, WI and Fort Myers, FL. He loves to golf and spend time with his grandchildren.
As a founding partner, JJ has been with the O’Hare Wealth Management team since its inception.
He holds 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. Besides working closely with clients, he also oversees and drives the development of the team.
JJ resides in Cedarburg, WI with his wife, Christine, and their three children, Oakley, John, and Emerson. JJ enjoys participating in upland bird hunting and IDPA tournaments.
As a founding partner, Jerry has been with the O’Hare Wealth Management team since its inception. He has served clients in the financial services industry since 1986.
His passion is building deep and lasting relationships. For the team, Jerry strives to become a trusted advisor to each client in their pursuit of personal, financial, and professional success. He is heavily involved in the community, lending his time and leadership skills to a variety of local organizations. Jerry resides in Sheboygan, WI.
Jerry enthusiastically serves clients in Central and Northeast Wisconsin. In his free time, he enjoys volunteering and playing golf
Amanda joined the O’Hare Wealth Management team in 2014, coming from a background in financial services.
She is passionate about continuing education, holding a variety of designations including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).
As the team’s lead planner, Amanda uses her extensive knowledge to help clients find clarity and direction to meet their goals.
Amanda resides in Menomonee Falls, WI with her husband, Adam, their three children, Bianca, Sutton, and Tucker, and their two dogs.
Megan joined the O’Hare Wealth Management team in 2019 with a background in financial services.
Her primary role is to create an exceptional client experience through highly personalized service, as well as unique educational and recreational opportunities. She enjoys the process of getting to know clients and finding new ways to deliver value to their lives.
Megan resides in Colgate, WI with her husband, Josh, and their two dogs and two cats. She loves the outdoors and is always on the lookout for a new trail to hike.
Josh joined the O’Hare Wealth Management team in 2021 with a comprehensive background in banking and finance. Holding a Certificate in Theological Studies from Ames University of Florida, he brings a blend of financial and a deep understanding of ethical principles to his work.
He serves as a primary point of contact for most day-to-day client service needs. A tenacious problem-solver and the resident “techie”, Josh wears many hats to serve clients and the team.
Josh resides in Saukville, WI with his wife, Samantha, their daughter, Lorelei, and their dog.