I started my career in the financial services industry in 1987, educating other financial advisors, CPAs, and attorneys throughout the country in retirement planning, income planning, and legacy planning. I met Kris while she was working for UBS, and that's where our friendship began. In 2008 I left a successful practice to help my brother and some friends launch a new family of ETF's. In 2011, I was offered a unique opportunity with Verisign, and I decided to pursue another path. I left financial services to help build a sales and account management team in the technology space for Verisign. In 2019, after a successful run at Verisign, I returned to financial services and developed an exciting and unique practice at Pacer Financial, helping clients de-risk their portfolios. In 2020, I decided to accept Kris' offer (she says I didn't really have a choice) to partner in taking Kristine A. Boelte & Associates, LLC to the next level, and together we created a unique partnership now known as Boelte O’Hara Wealth Management.
I hold a bachelor’s degree in Business & Finance from Mount Saint Mary’s University. I have held my Series 7 for over 25 years and am a Series 66 licensed financial advisor. I hold licenses in life, accident, and health insurance, as well as property and casualty insurance.
I live in Sterling Virginia, with my wife, Heather. We have three wonderful children, Brenden, Aidan, and Megan, and two grandchildren. I enjoyed spending time with my family and spent much of the last 10 years watching my children’s activities, including wrestling, golf, swimming, and volleyball. I am a lifelong runner, I enjoy playing golf, and I love to play guitar and piano.
I enjoy helping other people reach their goals, whether that be as a lifelong runner, a technology executive, or a financial professional.
At Boelte O'Hara Wealth Management, we deliver a financial synergy that will elevate your experience in wealth management. The goal of the firm, as always, helping you to live your best life!