Rich O’Connor

Rich has been working in the financial services industry since 1992 when he began his career with National Benefits Inc. He soon moved to Copeland Cos. which became part of CitiGroup, where he began as a Financial Advisor but was soon promoted to Regional Manager in charge of Advisors and retirement plans in the Upper Midwest Region. In time he became Regional Vice President overseeing retirement plans for colleges and universities, hospitals, and local units of government throughout the Western United States. While with Citi Rich studied three years with the CFP Professional Education Program offered by the College for Financial Education in Denver CO., after which he passed the Certified Financial Planner (CFP® ) exam in 2000. In 2004 Rich then moved to UBS working in the St. Paul office until being tapped by M&I Bank to manage their Minnesota region of Financial Advisors. Growing weary of managing others Rich returned to his passion of helping individuals attain their financial goals by opening his own independent Financial Advisory Office in 2010. 

Rich then partnered with Brad Palmersheim in 2015, where they have developed a successful full service Financial Advisory business. They had known each other since 1999 and had discussed this move for many years before making the partnership a reality.

Though Rich has retired from the client facing side of the business he continues working with Brad consulting with Lifetime Wealth Advisors. He is specializing in portfolio construction and firm development. 

Rich attended the University Notre Dame where he graduated with a degree in Government and International Affairs, minoring in Economics and is still a big fan of the university especially on game days. When Rich is away from the office, he is also the Mayor of Hudson. He enjoys spending time on the St. Croix River, golfing, traveling with his wife of 33 years Cindy and fawning over their seven granddaughters.