Serenity Investment Advisors

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Richard Little is a financial advisor at Serenity Investment Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Kingsview Asset Management. Outside of his advisory role, he is also an independent insurance agent specializing in life insurance. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, institutional plans, trusts, and charitable organizations. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models, combining active and passive strategies with various securities.

Jason Paplaski is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC, Charles Schwab & Co., Inc., and Optionsxpress Inc. since 2013. Serenity Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $376 million across about 394 clients using a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models including active/passive blends and tax-sensitive variants.

Sean O'Connor is a financial advisor at Serenity Investment Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at O'Connor Wealth Planning LLC and Ameriprise Financial Services Inc. Outside of advising, he assists with tax preparation and bookkeeping for Lisa A Spaay CPA LLC. Serenity Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $376 million for about 394 clients. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models, including active/passive blends and tax-sensitive variants.