Sean Oreilly

Background

About Sean Oreilly

A founding member of The O'Reilly Bouley Group, I draw on over 25 years of financial services experience to assist affluent clients, retirees, entrepreneurs and business owners in managing their wealth. Taking a holistic approach to managing wealth, my team and I work closely with a network of internal and external professionals across many fields. We evaluate every aspect of a client's financial life – from tax, retirement, estate planning, to recommended asset allocations and investment recommendations. We begin every relationship by exploring what is most important in clients' lives to gain a thorough understanding of their resources, lifestyle and goals for their wealth, family and business. The resulting knowledge and insight helps us develop customized, disciplined strategies designed to pursue their goals. I earned my Bachelor's degree in Business Economics from Marquette University in Milwaukee, where I was a recipient of the Evans Scholars scholarship. I also studied economics for a semester abroad at St. Claire University in Oxford, England. I am a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards Inc, and also hold the Chartered Retirement Planning Counselor™ designation. Staying involved, I currently serve at Kenwood Country Club as director for the Evans Scholars Foundation, served as the Ohio State Chair for the Evans Scholars, was appointed to the Board of Governors for the Evans Scholars Foundation and the Western Golf Association, was the past president of the Cincinnati Evans Scholar Alumni Association, and I'm president of the Cincinnati/Dayton chapter of Marquette University's alumni association. I reside in Madeira with his wife, Kasey, and three children, Grace, Evan and Clare.