Corporate Retirement Plan Development
Teri O'Connor is the President and CEO of O’Connor Financial Services, LLC (OFS) and Senior Executive Consultant of ALTUS Consulting Group. She has 34 years of corporate retirement plan service and development experience. Her practice began with 401(k) planning and corporate retirement packages in several states before expanding to financial advisement.
Teri is securities and insurance licensed in multiple states and is an Investment Advisor Representative (IAR) with Voya Financial Advisors, Accredited Investment Fiduciary (AIF) and a Qualified Plan Financial Consultant (QPFC). She is a VFA President Club member, a board member of the ERISA Plan Investment Consultants (EPIC), a member of the South Montgomery County Chamber of Commerce, and sits on Voya Retirement’s National Advisors Board.
The Financial Times has named Teri one of the Top Defined Contribution Advisors in the nation each year since their inaugural list began in 2015. She has also been awarded the Five Star Professional Award for Wealth Management for 5 consecutive years (2015-2019).
She and her husband, Jim, have lived in or near The Woodlands, Texas, for 30 years and have two grown children, Ryan and Jordan.
B.F. (Biff) Adam, III
Wealth Strategies and Transfer Planning
Biff has been an independent Financial Advisor for over 35 years focusing in Estate Planning and Wealth Transfer. He has worked with numerous financial institutions assisting their client’s wealth with trust planning and utilizing life insurance to minimize taxation and maximize assets to heirs.
B. F. (Biff) Adam, III is a fourth generation Houstonian who is married with two children and three grandchildren. He and his wife, Rhonda, have a marriage ministry where they work with young married couples through writing books and teaching a life group class at Champion Forest Church. His hobbies include golf, cars, and playing with his grandsons.
Financial Planning and Wealth Management
Michael Aschberger is passionate in his belief that everyone deserves to enjoy a comfortable and dignified retirement. He takes an active advisor role with his clients by providing education, personal consultations, and customized strategies. Michael utilizes a comprehensive and holistic approach to help his clients identify, prioritize and work towards achieving their financial goals. Michael's greatest strength is his commitment to assisting his clients with growing and protecting their hard-earned assets.
Michael received his Bachelor of Science in Mechanical Engineering from Bradley University. During his travels as a Project Engineer, both domestically and internationally, he learned the importance of financial planning.
Michael is an Investment Advisor Representative of Voya Financial Advisors with FINRA Series 7 and 63 securities registrations. He also holds Variable Annuity and Life, Health, and Disability insurance product licenses.
He is a constant student of the financial industry; always searching for better ways to aide his clients in achieving their dignified retirement. He prides himself as a lifelong learner and continues to take part in conferences, continuing education, and technology programs to maintain a leading intellectual competitive advantage. Michael has earned the Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), and Accredited Investment Fiduciary (AIF) designations.
Individual & Corporate Financial Planning and Wealth Advisory Services
Since entering the financial services community over 25 years ago, Greg Buchanan has seen tremendous change in our markets, economy, and the financial industry itself. During this time, Greg's application of fundamental principles has and continues to support his clients' growth into comfortable and dignified retirement lifestyles. His commitment to understanding their goals, feelings, and family dynamics allows him to work with people in a more personal and consultative manner. These underlying practices have allowed Greg to become for his clients what every person deserves, a trusted family advisor.
Greg began his career in 1993 and joined Fidelity Financial Group in 1998. He has attained the designation of Registered Financial Consultant and is an Investment Advisor Representative of Voya Financial Advisors, holding FINRA registration 6 and 63. Greg also holds Life, Health, and Variable Insurance licenses, as well as being Annuity, Long Term Care, and Medicare certified by the State of Texas Insurance Department. Some of Greg's professional achievements include graduating from the ING Retirement Academy and the Advisory University, as well as being certified through the Voya Retirement Readiness curriculums. He has appeared as a regular guest on the Financially Speaking Radio Show, featured on Channel 2 News, and held committee positions in the South Montgomery County Chamber of Commerce.
Both Greg and his wife, Laura, are native Houstonians and have been residents of the Woodlands and South Montgomery County since 1976. He is considered to be the "barn dad" for his daughter Emma's horseback riding, and is extremely active in his son Sullivan's Cub Scout Troop.
Personal Financial Planning
For over twenty years, Ashley Dominguez has proven her value as a professional in the financial industry. Currently, she serves as the financial advisor and president of Houston Financial Wealth Management. As an Investment Advisor Representative (IAR) of Voya Financial Advisors, she provides her clients with financial plans, retirement/financial planning, advisory accounts, life insurance, and college savings plans.
She has earned her Chartered Retirement Planning Counselor Designation (CRPC), through the College for Financial Planning. In addition, she holds numerous security registrations, including the FINRA Series 65 for Uniform Investment Adviser Law, the FINRA Series 7 for General Securities Representative, the FINRA Series 6 for Investment Company and Variable Contracts Products Representative, the FINRA Series 63 for Uniform Securities Agent State Law, and the Life and Health Group 1 license.
Her comprehensive experience as a Financial Advisor gained from years spent holding positions in notable companies and serving clients in Houston and the surrounding area, enables her to guide clients to work towards their short and long-term financial goals. As a fully licensed professional, she applies her experience in financial planning to create customized plans tailored to each client’s unique situation. She is able to discover the appropriate solutions for her clients through her foresight and in-depth knowledge of financial planning. She is goal-oriented, focused, efficient, and trustworthy, striving to make every decision in her clients’ best interests.
Deeply committed to bringing ease and happiness to the people around her, she applies the same compassion to her job and approaches each client with empathy, working to develop lasting relationships with the people she helps. She always explains financial products and services with clarity, since she believes in building self-confidence in her clients so they can assess their financial goals and manage their own finances with assurance.
In her spare time, she and her husband enjoy spending time with their three sons, daughter-in-law, and grandson, cooking barbeque, going to the movies, watching and playing sports, and attending church. Since 2009, Ashley has volunteered as a Court Appointed Child Advocate with Child Advocates.
Johnny has been in the insurance industry since 1994 and has various aptitudes and experiences within the insurance industry. Johnny began his career with MetLife where he worked directly with clients to help them plan for their financial future. As an adviser with MetLife, Johnny helped his clients by using a consultative approach to help uncover their needs for life insurance, mutual funds, annuities, disability insurance, medical insurance, and other relevant benefits.
In 1999 Johnny joined UniCare Life & Health where he spent the next eight years working as a Regional Sales Manager. Johnny was responsible for recruiting and training insurance agents on the various products offered by UniCare. Johnny held bi-monthly training seminars and continuing education classes for his agents in addition to a myriad of product presentation with business owners and their employees. These presentations were to help educate and inform the agents and their customers so they would have a better understanding of the employee benefits available to the employer and their employees.
In 2007, Johnny decided that he wanted to get back to working with consumers exclusively. Since that transition, Johnny has enjoyed helping his clients while growing his employee benefits practice. Johnny’s primary focus is working with small to mid-sized employers on the presentation, implementation, and ongoing service to their employee benefits program. His fundamental competencies include group medical, dental, life, vision and disability; but, Johnny also has many clients that depend on him for direction and guidance when choosing a Payroll, HR, Benefits Administration System, and Compliance solution for their business.
*Johnny Wagner is not registered with Voya Financial Advisors