Our Team

About The O’Connor Group

At The O’Connor Group, we believe that true wealth management is personal. As a specialized team of three, we intentionally maintain a boutique scale to ensure we truly know the families we serve. To us, you aren’t just a portfolio—you’re a long-term partnership.

Clarity. Discipline. Better Decisions. Helping you navigate what matters most.

The O'Connor Group

Tom O'Connor

Managing Director | Financial Advisor

414-298-7749

toconnor@rwbaird.com

Tim Orth, CFP^®

Assistant Vice President | Senior Client Specialist

414-298-7502

torth@rwbaird.com

Quinn O'Connor

Financial Advisor

414-792-1395

qoconnor@rwbaird.com

Our Extended Team

Scott Grenier, CFP®, CLU®, ChFC®

Manager of Estate Planning | Senior Vice President

Andrew McKay

Business Owner Solutions

Craig Elder

Senior Fixed Income Analyst

Erica Kroll, CLU®, CLTC®

Insured Solutions Consultant

Kelsey Clair, CPA

Tax Strategist

Laura Ames, J.D.

Senior Estate Planner

Michael Antonelli

PWM Market Strategist

In The Community

We are proud to stand alongside and support these outstanding organizations dedicated to strengthening our communities, empowering individuals, and enriching lives.

United Performing Arts Fund (UPAF)

Sustaining the vital performing arts scene by providing critical operational funding to local music, dance, and theater companies, ensuring arts education remains accessible to all.

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SecureFutures

Empowering teens with essential financial literacy programs, resources, and mentoring to ensure the next generation builds strong money management habits and long-term financial security.

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Contact Us Today

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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