Phoenix – Ahwatukee, Arizona Office
-
Before joining EP Wealth Advisors, Kevin O'Reilly founded Foothills Financial Planning to provide families with fee-only financial planning and investment management tailored to fit their individualized needs.
-
Born and raised in the Chicago area, Kevin became a Hoosier while working on a Bachelor of Science degree in Finance at Indiana University. After graduating from IU, Kevin pursued a varied career in software development, technology management, and corporate finance prior to founding Foothills Financial Planning. Along the way, an MBA from the W.P. Carey School of Business at Arizona State University helped round out Kevin's perspective in investment management.
-
Kevin completed Boston University's financial planning certification program prior to earning his CFP® designation. He enjoys combining his tech background with investment and planning advice.
-
As parents to triplets, Kevin and his wife are well-versed in the fine art of multi-tasking. When he can, Kevin enjoys sports, especially hockey, as well as traveling. He is a voracious reader. With his kids recently off to college, he plans to explore cooking on platforms other than his backyard grill.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...