Erin O'Neill

Chief Compliance Officer

BA - University of Colorado Boulder

FINRA Licenses: Series 7, 63, 8, 4, 53

Life Insurance License

Financial Paraplanner Qualified Professional

An Interview with Erin O'Neill


Where are you originally from?
Newark, Delaware

What is the best book you have read this year?
My Grandmother Asked Me to Tell You She's Sorry by Fredrik Backman. He is such a talented storyteller I became engrossed and didn't want the book to end.

What do you enjoy doing in your spare time? 
Mostly family activities such as going to my daughter's games and volunteering with the Jefferson Symphony Orchestra. I also began doing REFIT® fitness classes last year, and this year became an instructor because I love it so much.

What is the best trip you have ever been on? 
My husband proposed to me on a trip to California. That was fun!

What are five things you cannot live without? 
Getting Outdoors

What is your favorite thing to do for our clients?
Help them figure out a complex problem, or reach the end of a long process.



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