Meet Our Team
Founded in 1978…
Meet Our Team
Terry R. O’Neill
Founder & Chairman
Terry founded The O’Neill Company in 1978
Alexander W. Lee
Alex joined The O’Neill Company in 2007. He began his career in the financial services industry at Morgan Stanley Private Wealth Management after completing his studies of Economics and Management from the University of California at Irvine.
Jason joined The O’Neill Company in 2008…
Leslie joined The O’Neill Company in 2016….
Our Back Office Team
The O’Neill Company is a Member Firm of Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.
As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, Valmark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com
Caleb J. Callahan
MBA, CLU, ChFC®
What Makes Us Different
Critical Decision Making
Making the right financial decisions has become ever more critical in a world which continues to change both rapidly and dramatically. At the same time, the ever-expanding array of options, strategies, laws, and regulations makes each of those decisions more difficult. Large corporations can manage these vital decisions using several complex and sophisticated vehicles, including: third party surveys, management consultant teams, and their own human resource professionals. As an individual or small business owner, you must confront the same issues and decisions that corporations do on an ongoing basis and you must do so without relying on the costly matrix of organization-wide data collection, in-house expertise, and teams of outside professionals that large corporations have at their disposal. In short, you must regularly make decisions that will enable you to attain your financial goals–without acquiring services or personnel that may prove prohibitively expensive. We can help with that.
A large business organization consists of thousands of people, each with his or her own role. In smaller businesses and in families, each person must manage multiple roles and responsibilities. The range of roles and their attendant responsibilities remain substantially similar across organizations of all sizes. Our team specialize in assisting those organizations, businesses, and families which must fulfill these multiple roles and focus on providing a truly comprehensive approach based on integrated, rather than compartmentalized, tasks and functions. Through our profoundly cost-effective approach, our team offers organizations all the financial services and products that have been historically available to multinational corporations and their employees at a fraction of the cost.
We have a firm commitment to focusing on each individual client rather than on specific products or services. We understand the importance of listening to our clients and designing strategies that respond directly, specifically, and cost-effectively to their concerns. By providing close and careful individualized attention, we can offer Fortune 500-level service, while devising strategies that don’t cost a fortune. In order to maximize both performance and efficiency, our team will analyze, design, implement, monitor, and coordinate the entire strategic effort on your behalf. The core of these efforts is the principle of integration: addressing all your unique goals, needs, and circumstances together, through a custom-designed financial strategy and a recommended package of specific financial services and products. Each such strategy includes a clear timetable for reaching the identified goals; a specific plan for implementation; and a detailed breakdown of all costs, benefits, and expectations. In order to add maximum value for each of our clients, we continuously research, investigate, and develop financial concepts and techniques. We are often able to design uniquely effective financial strategies that other financial services firms do not even realize are possible and as a result, our clients may realize some savings, more benefits, and enhanced financial performance.