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Advisors

John O'Hagan

President

 

John will insist that he will always be that small town farm kid from Illinois who likes to keep things simple. In his first year out of high school he worked as a pipe fitter at the local Nuclear Power Plant to save for college. After graduating from the University of Illinois and University of Copenhagen, he started in the financial world as an auditor/advisor for Edward D. Jones, a firm known for bringing Wall Street to Main Street. He later worked for A.G. Edwards. By the time he was 30, John was managing over 3000 accounts. He decided to follow his dream of becoming an airline pilot and left the financial world to pursue this goal. In 1992 he was fortunate to have been hired by Continental Express and in 1997 transitioned to Continental, which is now United Airlines.

In 2000, John looked ahead and noticed that his life as an airline pilot had changed. He was worried about the companies’ debt obligation for promised pension payments owed to him at age 60, which was over $1,200,000.  As a new father and a growing family he needed a source of income in addition to his career as a pilot. From 2001 to 2009 John worked as an Investment Advisor for Raymond James. He then transitioned to the Charles Schwab Institutional platform, with KMS Financial Services, Inc. as broker-dealer to create a streamlined, one stop back office access to the pilot retirement plans.

 

While some pilots enjoy golf or boating, John enjoys the financial world and helping people achieve their individual goals. John is the father of two athletic boys and spends most of his free time attending games and activities with them. He is currently on LTD with United Airlines, but hopes to get back to flying the Boeing 777.

 

John is licensed as a Series 65 Investment Advisor Rep, Series 7 General Securities Representative and is a Licensed Life, Health and Variable Annuities Insurance Representative.

 

Check John's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

 

Joe Paladino

Investment Advisor Representative

 

Joe is the Lead Advisor for The O'Hagan Group's Texas Branch. He is also a Boeing 777 First Officer based at Bush International Airport in Houston, Texas.

Joe has an extensive knowledge on the inner workings of airline retirement and benefit plans. He also has extensive hands-on experience in portfolio management and retirement planning.

Joe holds Series 7, Series 63, and Series 65 Securities licenses. Joe is also a licensed life insurance representative with experience in Variable Annuities.

 

Check Joe's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

Angela Cougle

Investment Advisor Representative

 

Angie graduated from Marymount University with a BA in Psychology. In May of 2010 Angie joined The O'Hagan Group working as an administrative assistant as well as managing our technical division.  

Since that time she has obtained her Series 65 license to become an Investment Advisor Representative, in addition to becoming a notary. With her experience assisting our other advisors and administrative staff, Angie has gained extensive knowledge of the airline industry which has helped to advance her career as an advisor.

 

Check Angela's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

Douglas Schlack

Investment Advisor Representative

 

Doug graduated Summa Cum Laude from Widener University in 2006 with B.A's. in Economics and Finance. He earned the dignitary title of Economic Valedictorian of his class.  Doug was employed by Cantor Fitzgerald/BGC Partners after graduation; working with inter-dealer Interest Rate Swaps, up until joining the O’Hagan group in October 2013.

Doug holds Series 7 and Series 66 Securities licenses. He resides in Easton PA with his wife and young son.  When not engaged in finance, Doug can be found working out, spending time with his family or working outside

 

Check Doug's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

Pat Burke

Investment Advisor Representative

 

Pat joined the O'Hagan group in July of 2010. He graduated cum laude with a B.A. in Financial Management from Youngstown State University and worked as a financial advisor for Meryll Lynch. Pat served as an aviator in the United States Navy for 20 years and retired at the rank of Commander in the Naval Reserves. 

In addition to being an advisor at The O'Hagan Group, Pat is an airline captain on the Boeing 777. Pat also served as President of the Independent Association of Continental Pilots, where he successfully merged independent union with the Air Line Pilots Association and served as the first MEC Chairman and later as the Executive Vice President.

 

Check Pat's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

Fred Robinson

Investment Advisor Representative

 

Fred joined The O'Hagan Group in January of 2013. He received a Bachelor's of Science degree from Western Illinois University and has been in the financial services business since 1985. Fred started with the Equitable before becoming an independent financial advisor with Mutual Service Corporation. When Mutual Service Corporation was bought out by the huge Linsco Private Ledger, the thought of being a number; and not a name didn't fit his personality or clientele.

Fred currently holds Series 7 and Series 65 licenses as well as being a licensed Life, Health and Annuity agent. He currently resides in Morris, IL with his wife and 2 almost grown children. Fred enjoys hunting, fishing, flying his airplanes, and coaching baseball in the summers. Fred is currently a private pilot whose father was an airline pilot with Delta Airlines for 34 years so he is aware of the unique issues that face airline pilots and families.

 

Check Fred's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

Jim Booth

Investment Advisor Representative

 

Jim Booth joined the O Hagan Group in January of 2013. Jim is a fellow Pilot with Legacy Continental and is based on the B756 as a First Officer in IAH. Jim has a background as a Financial Consultant working for AXA Advisors, LLC. from 2009 to 2011.

He holds his Series 7, Series 66 and Life, Accident & Health Insurance Licenses. When Jim is not out flying or in the office, he can be found skiing, biking or enjoying the outdoors. Jim grew up in Upstate NY and attended Liberty University in VA obtaining two Bachelor of Science Degrees. He and his family currently reside in Fort Collins, CO.

 

Check Jim's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

Greg Holland

Investment Advisor Representative

 

Greg, a licensed Series 65 Investment Advisor Representative, brings a strong aviation background and vast business understanding to the O'Hagan Group.

He graduated with a B.S. in Aviation Management, was hired by Continental (Rocky Mountain Airways) at the age of 23, and is currently a United Airlines B757/7677 Captain. He was Check Airman as FE on the DC-10.

Involved in business management since college, he now also serves on the board of an oil refining and recovery company. He shares his experiences and knowledge, serving in community organizations and on church committees. He lives in Pennsylvania with his wife and two sons.

 

Check Greg's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

 

Aaron Steines

Investment Advisor Representative

 

Aaron is Boeing 777 First Officer with United Airlines based in Houston, Texas. Aaron holds series 6, 7, 65 and series 66 Securities licenses. In addition to a Texas state insurance license, he specializes in the area of extended care solutions.

Prior to United Airlines, Aaron attended Embry-Riddle Aeronautical University in Daytona Beach, Florida, where he graduated with high honors. He served five years in the United States Navy as a helicopter rescue swimmer and work center supervisor. Aaron has distinguished himself throughout his career with various awards for personal achievement and letter of recognition for outstanding customer service.

Personal hobbies included playing the guitar, fishing, and building an experimental aircraft with friends.

 

Check Aaron's background and qualifications as an Investment Advisor on FINRA's BrokerCheck.

 

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Administrative Assistants

Kristy, Ann Marie, and Stacy work at the Bethlehem office to provide assistance to our financial advisors and clients. They provide administrative and secretarial support to our management team and perform other routine back office services for our clients.

 

Kristy is an Administrative Assistant and started with The O'Hagan Group in 2013. She attended Penn State University and has an extensive background in customer service and enjoys working with people. When she is not working, Kristy enjoys spending time with her husband and daughter.

 

Ann Marie joined our team in 2013 as an Administrative Assistant. She holds a B.S. degree in Business Management from Moravian College. Prior to joining The O'Hagan Group Ann Marie was busy raising a family and enjoyed volunteer work for her children’s school, church and community.

 

Stacy graduated from Temple University with a Bachelor of Science in Accounting. She is currently continuing her education at St. Joseph’s to become a CPA and specialize in crew taxes.

 

Our staff's goal is to provide personalized service for our clients. With emphasis on teamwork we work closely together and with Schwab Institutional Client Services to provide our clients with superior support and excellent service.

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Advisory Services offered through KMS Financial Services, Inc.
Member FINRA/SIPC
Headquarters at 2001 Sixth Ave. Suite 2801, Seattle, WA 98121

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.
NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any invesment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the infomration is not intended for you.

©2016 The O'Hagan Group, Inc. All Rights Reserved

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