Kevin O'Connor

Operations and Tax

About Kevin...

Kevin's areas of focus for Artifex are tax services, operations and technology solutions.  He previously worked for Morgan Stanley where he assisted advisors throughout the United States in managing client accounts.  Prior to that, he spent time working for a CPA firm preparing taxes for individual clients.  

He received his bachelors degree in accounting and finance from Ohio Northern University, where he was on the Dean's list and was a member of the Beta Alpha Psi honorary fraternity for Financial Professionals.

In his free time, Kevin actively trains in Brazilian Jiu Jitsu and plans to compete at the amateur level.  You can reach Kevin at 855-752-6644 or kevin@artifexfinancial.com         

Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $100,000,000 in assets and serves over 200 client households and local businesses. In addition to personal financial advice, AFG provides active investment management, back office solutions, process improvement strategies and employee development consulting to financial advisory firms.

A brief video about Artifex:

 

 

Artifex Financial Group - Doug Kinsey and Darren Harp from Artifex Financial Group on Vimeo.