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Our Team

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Michael O’Reilly, ChFC®, CLU®

Mike@oreillyllc.com

For more than 40 years, Mike has been a financial advisor helping individuals and families achieve their financial planning goals by providing advice on investment planning, tax planning, and retirement planning.  Mike specializes in retirement income and working with individuals to customize financial plans to help them maintain their standard of living throughout retirement. 

In his practice, Mike understands that everyone’s situation is unique.  He is dedicated toward learning about a client’s goals and working with them to build a financial security plan focused on their specific needs.

Mike holds a Master’s Degree in Financial Services from the American College in Pennsylvania.  He is an Investment Advisor Representative.  He holds FINRA Series 1, Series 7, Series 24 and Series 63 licenses.  Mike has been a Chartered Life Underwriter since 1978 and a Chartered Financial Consultant since 1982. Mike is affiliated with Securities Service Network, LLC.

Mike lives in Chesterfield with his wife Jane.  He has three children, seven grandchildren and enjoys spending his time with them as well as playing golf and tennis.

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Patrick O'Reilly, Partner

636 532-9121
314 517-7379
636 532-9122
patrick@oreillyllc.com

Patrick became a partner at O’Reilly LLC in 2010.  He specializes in designing financial plans and helping individuals develop the appropriate retirement solutions to provide them a long-lasting, successful retirement.  In his role, he enjoys being available to clients and bringing the clarity that helps support sound financial decisions.

Prior to joining the firm he began his career as an accountant with Citibank.  After Citibank he went on to get his licenses and worked at the trade desk for First Financial Planners, a national broker-dealer with a local office.  Patrick used that experience to become a financial advisor for US Bank.  He worked with bank customers and clients as an advisor for three years prior to joining the firm.  

Patrick graduated from the University of Missouri Columbia with Bachelor of Science degree in Finance.  He graduated from the University of Missouri St. Louis with a Bachelor of Science degree in Accounting.  He holds FINRA Series 7, Series 63, and Series 65 licenses with LPL Financial.  He also completed the education, testing, and experience requirement to receive the Certified Financial Planner™ designation. 

Patrick and his wife Tiffany live in Des Peres, Missouri with their two boys Brady and Brendan.  They enjoy spending time together outdoors and competing in sports such as hockey, baseball and swimming.

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16100 Chesterfield Pkwy West Suite 210
Chesterfield, MO
63017 United States

  •  Tel: (636) 532-9121
  •  Patrick@oreillyllc.com

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

 

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

The firm is a registered investment adviser with the state of Missouri in addition to the states listed below and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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