Meet Our Team
Meet Our Team
Alexander W. Lee
Jason A. Lynn
Judy E. McNally
Judy has been providing The O’Neill Company with Accounting services since 2004. She received her BA in Accounting from California State University, Fullerton. In her spare time, she loves spending time with her family and five grandchildren. In recent years, Judy has been enjoying international travel and also travels in her motorhome when she can find the time or a campsite.
Terry R. O’Neill
Founder & Chairman Emeritus
In 1978, Terry founded The O’Neill Company where he served as President and CEO of the firm until 2017 when he was promoted to Chairman Emeritus. For almost 40 years, Terry developed a “Financial and Econometric Science” and a high comfort level interacting with some of the world’s most interesting and influential people. Terry is also Founder of the Institute for the Study of Global Economics and Finance (ISEF), a 501(c)(3), which has an emphasis on engineering the development of global economic and financial literacy.
Leslie A. Shinkle
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, Vamark Member Firms have an estimated $50 billion of in-force life insurance and $6 billion of cash value, as well as $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