Lisa O'connor

I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.

Curtis Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies aimed at supporting their long-term goals. Curtis holds a Bachelor's Degree from SUNY at Albany and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes collaboration, tailoring financial plans to the individual needs of each client. Outside of his professional responsibilities, Curtis enjoys adventure sports, biking, and spending time with his family.

Andrew Altieri is a Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop and implement personalized financial plans tailored to their specific needs. His approach is based on a clear process emphasizing integrity and candor. Andrew has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2013 to 2015.

Michael Coleman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized investment strategies tailored to their individual needs. His approach emphasizes building strong relationships and providing customized wealth management advice. Michael holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Economics from Siena College. His client focus includes high-net-worth individuals, families, and corporations. Michael's philosophy centers on providing personalized, ethical financial guidance that empowers clients to achieve lasting confidence and long-term success.

Shilin Yin, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as a Financial Advisor Associate at Morgan Stanley before joining Merrill Lynch Wealth Management in 2013. Supported by a team of Merrill and Bank of America specialists, she focuses on helping clients grow and preserve their wealth through challenging economic and market cycles and major life events. Shilin holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC) credentials. She is a graduate of Converse College and holds master's degrees from Temple University and the California State University System. She is a native Mandarin Chinese speaker and a member of the Investment & Wealth Institute™. Her client focus areas include executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, ESG investing, and retirement income. Outside of her professional work, Shilin enjoys cooking, hiking, and traveling.