Teri O'Connor, CPFA, AIF

Corporate Retirement Plan Development

Teri O’Connor is the President and CEO of O’Connor Financial Services, LLC (OFS) and the owner and Senior Executive Consultant of ALTUS Consulting Group.  She has 33 years of corporate retirement plan development and service experience.

Her career began in 1985 with McCready & Keene, a third party administration firm (TPA), in Indianapolis, Indiana.  She relocated to Midland, Texas in 1988 and joined the corporate trust department of Midland National Bank (Bank of America) administering retirement trusts.  In 1991 she joined Service Corporation International, a Fortune 500 company, managing U.S. and Canadian pension programs and coordinating 40 corporate retirement mergers during her tenure. Teri expanded her knowledge of plan design and administration with Hand & Assoc. as senior case manager working with the conversion of large 401k programs to one of the first daily valuated report platforms.She then was recruited by American United Life (AUL) in 1997 to serve as the Southeast Texas and Louisiana service and sales representative.

Thus, having accumulated exceptional experience in all aspects of corporate retirement administration and development, Teri formed a private consulting firm in 2003 which became O’Connor Financial Services, LLC in 2008 and created a firm of seasoned financial experts in 2014 called ALTUS Consulting Group.

Each year since its inaugural list, The Financial Times has named Teri one of the Top 401 Defined Contribution Advisors in the nation.  She has been awarded the Five Star Professional Award for Wealth Management (2015-2018) and has appeared in Texas Monthly Magazine and The Wall Street Journal.  The National Association of Plan Advisors named her firm as a top defined contribution agency in the United States.

Teri is securities and insurance licensed in multiple states and is an investment advisory representative (IAR)* with Voya Financial Advisors, Accredited Investment Fiduciary (AIF) and a Qualified Plan Financial Consultant (QPFC).  She is a member of Voya Financial Advisors, Inc. “Premier Partners” and is one of their top ERISA Plan Investment Consultants(EPIC).  She is a former Board Member of the Texas Gulf Coast Chapter of ASPPA, a current member of the South Montgomery County Chamber of Commerce, the Houston POWER Women of Success group, a Goldman Sachs 10,000 small Business Alumni and the Facilitator of The Woodlands, TX Silver Fox CEO Roundtable.

She and her husband, Jim, have lived in The Woodlands, TX area for 27 years and have two grown children, Ryan and Jordan.

*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).  Neither OFS nor ALTUS Consulting Group is a subsidiary of nor controlled by Voya Financial Advisors.