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Kevin graduated from St. Mary's University of Minnesota with a Bachelor of Arts Degree in accounting and economics. He received a Master of Science in Information Systems from the University of Wisconsin. He passed the CPA exam in 1976. Kevin became a registered investment advisor in 1999 and a Personal Financial Specialist (AICPA) in 2002. Professional FocusKevin's favorite role is that of trusted advisor for both business executives and individuals. Kevin's areas of emphasis are:
Personal InterestsKevin enjoys visiting family and clients, walking and observing nature, and reading. Kevin is an active volunteer in social service and ministry activities. Kevin and his wife Ann live in Plymouth, are active members of Holy Name of Jesus Church, and have four grown children. email: kevin.oconnor@cmocpa.com
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With nearly 25 years experience as a client service partner in auditing,
financial reporting and tax planning, Kevin has a wide range of
financial advisory activities across many industries. Prior to the
merger of Carver Moquist & Associates, LLC (CMA) and O'Connor Gearty &
Co., Ltd. (OGC) in December 2004, Kevin was the senior partner, founder,
and president of OGC, a full service professional accounting firm since
1981. OGC had grown to serve nearly 200 privately held businesses in
financial reporting and accounting, income tax, and business consulting
areas. Kevin started his career as an audit and small business manager
for KPMG, serving both public and privately-held companies. In 1999,
Kevin founded Trusted Financial Partners, LLC, an investment advisory
firm serving financial advisory and wealth management needs of planning
oriented individuals.