Keyboard and Mouse

Christian O'Connor, EA

Tax and Financial Advisor

Christian is excited to be back working in the area he grew up. After double majoring in Supply Chain Management and Marketing from the University of Wisconsin- Oshkosh, he spent nearly a decade in the corporate world. It was not until he started a family and was met with important financial decisions that he found his true calling – helping others navigate life's financial challenges. To him, there is nothing more rewarding than working with a client to develop a comprehensive plan that fits their unique lifestyle.

In addition to holding that status of Enrolled Agent. Christian operates as an independent financial advisor with Sierra Financial Services. Christian holds a Series 7, Series 66, and Life/Health Insurance certifications. In addition to his financial and insurance expertise, Combining these practices gives Christian's clients a unique opportunity to fully understand the tax impact created by every investment.  

Outside of work, you can find Christian chasing around his family, enjoying our beautiful lakes, or tinkering on his Jeep Wrangler. Give him a call today to learn more about what he can do for your family (or to hear about the time he played pickup basketball with Joe Montana – true story!)

Email : info@mysite.com Tel: 123-456-7890

My Support Staff

Meet Christian

After double majoring in Supply Chain Management and Marketing from the University of Wisconsin- Oshkosh, I spent nearly a decade in the corporate world for a Tier 1 automotive supplier. It was not until I started a family and was met with important financial decisions that I found my true passion–helping others navigate life's financial challenges. To me, there is nothing more rewarding than working with a client to develop a comprehensive plan that fits their unique lifestyle.

In addition to holding the status of Enrolled Agent. I operate as an independent financial advisor with Sierra Financial Services. I currently hold my Series 7, Series 66, and Life/Health Insurance certifications.

Outside of work, you can find me chasing around my family, enjoying our beautiful lakes, or tinkering on my Jeep Wrangler. Give me a call today to learn more about what I can do for your family or business (or to hear about the time he played pickup basketball with Joe Montana – true story!)

Our Team at Sierra Financial Services

Tax Financial Advisor Walworth County Elkhorn Lake Geneva

My Support Staff

The Hobby Car - Not Ideal for Small Children

Remote Office

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Find us at:
501 Nathan Lane Suite #4
Elkhorn, WI 53121
Phone: 262-723-3898
Cell: 262-408-0210
Fax: 262-723-3898
oconnor.tax.finance.com