Our Associates

Stephanie O’Hara
Wealth Management Specialist
Special Care Planner, RICP
Location
Chicago – Wacker Drive, IL

Stephanie O’Hara

Stephanie’s focus is on providing financial advice to professionals, business owners, and their multi-generational families. She also advises families who have dependents with special needs. She specializes in wealth accumulation and protection strategies, implementing comprehensive goal-oriented services, customized for her clients. Dedicated to providing excellent, consistent service, Stephanie Puts her experience and expertise to work for you.

LICENSES & QUALIFICATIONS

¨ Investment Advisor Representative

¨ Series 7 & 66 securities registrations

¨ Life, health & accident insurance-licensed

¨ Annuities licensed

¨ Special Care Planner

EDUCATION & BACKGROUND

¨ College educated in England

¨ Has lived and worked all over the world, including London, Dubai, Congo, Malaysia, Greece & Haiti

¨ Relocated to the U.S. more than 30 years ago

¨ 27 years experience in financial services

PERSONAL

¨ Lives in Geneva with her husband, Henry Batha

¨ Has two adult children and two grandsons

¨ Serves on Geneva Natural Resources Committee

¨ Active in community environmental concerns

¨ Enjoys boxing, cycling, swimming & cooking

¨ Loves to travel internationally & in the U.S.

RETIREMENT

¨ IRA Consolidation/Rollovers

¨ Tax Qualified Retirement Plans 401(k) 403(b)

¨ Executive Benefit Planning

¨ Pension Transfer/Rollovers

¨ Pension Payout Alternatives

INVESTMENT & ACCUMULATION

¨ Mutual Funds, ETFs & REITs

¨ Stocks & Bonds

¨ Separately Managed Accounts

¨ DPPs (Tax Shelters)

¨ Alternative Investments

¨ College Funding

¨ Charitable Giving Strategies

INSURANCE & RISK MANAGEMENT

¨ Disability Income Insurance

¨ Long-term Care Insurance

¨ Whole and Variable Life Insurances

¨ Fixed and Variable Annuities

CA Insurance License #0M20235