Chris de Lorimier, EA MBA

As Chief Operating Officer and a shareholder of the firm, Chris is responsible for the development and implementation of O'Connor’s internal management strategy in addition to serving as an investment advisor to the firm's clients and many of their children and grandchildren.

Chris developed his passion for financial planning through his own personal investing and has been working with individuals, families, and small business owners for over a decade. He has found that fear can greatly inhibit a person’s decision-making ability when it comes to money. Through developing and implementing a financial plan, a person can most effectively achieve their goals and eliminate this fear.

Chris graduated from the University of California – Los Angeles with a degree in Psychology, earned an MBA in Financial Planning from California Lutheran University, and is also an Enrolled Agent as licensed by the Treasury Department.

Chris enjoys going to LA Kings & Ontario Reign hockey games, traveling with his wife, Mary, and exploring the world with their son, Carter.