Annie, Oliver & Nicole knew long ago that their paths would lead to A&O Advisors. Having started their financial careers at Merrill Lynch in wake of the great recession, they are uniquely qualified to address the ever changing financial and economical environments facing clients today. All three are leading the path for the new wave of financial industry professionals.
Annie Mae Werner
Founder & Chief Strategist
Annie is a money savvy powerhouse. She’ll whip you into your best financial shape and have fun doing so.
Oliver Joachim Kupe
Founder & President
Oliver works tirelessly to help provide the life his clients deserve so that they may reap the rewards for all their collective hard work.
Nicole Roberta Meihofer
Partner & Financial Planning Advisor
Nicole is an unapologetic optimist, Chicago native and on a mission to simplify the unnecessarily complicated world of personal finance.
Cameron began his career as a Financial Advisor at Merrill Lynch, having spent years prior as an analyst and associate in the financial services industry with Morgan Stanley.
PATRICK ALAN GRIFFITH
Patrick is a devoted educator and believes that knowledge empowers all and that the financial journey never ends. Patrick is always ready to explain the concepts of personal finance and derives immense satisfaction from educating others.