John O'Hagan: President, Largest Shareholder
John says he is, and always will be, just a farm kid from Illinois that likes to keep things simple. In his first year out of high school he worked as a pipe fitter at the local Nuclear Power Plant to save for college. After graduating from the University of Illinois and University of Copenhagen, he started in the financial world as an auditor/advisor for Edward D. Jones, a firm known for bringing Wall Street to Main Street. He later worked for A.G. Edwards. By the time he was 30, John was managing over 3000 accounts. He decided to follow his dream of becoming an airline pilot and left the financial world to pursue this goal. In 1992 he was fortunate to have been hired by Continental Express and in 1997 transitioned to Continental, which is now United Airlines.
In 2000, John looked ahead and noticed that his life as an airline pilot had changed. He was worried about the companies' debt obligation for promised pension payments owed to him at age 60, which was over $1,200,000. As a new father and a growing family he needed a source of income in addition to his career as a pilot. From 2001 to 2009 John worked as an Investment Advisor Representative for Raymond James. He then transitioned to the Charles Schwab Institutional platform, with KMS Financial Services, Inc. as broker-dealer and Registered Investment Advisor to create a streamlined, one stop back office access to the pilot retirement plans.
While some pilots enjoy golf or boating, John enjoys the financial world and helping people achieve their individual goals. John is the father of two athletic boys and spends most of his free time attending games and activities with them. He is currently on LTD with United Airlines, but hopes to get back to flying the Boeing 777.
John holds the Series 66, Series 7 and is a Licensed Life, Health and Variable Annuities Insurance Representative.
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Angela Cougle: Investment Advisor Representative
Angie joined The O'Hagan Group in 2010, starting briefly as a part-time administrative assistant before moving to a full-time position focusing on the Continental Pilot Retirement Plan and the retirement process. She graduated from Marymount University with a BS in Psychology, and later attained her series 65 license, allowing her to increase her impact at the firm as an Investment Advisor Representative.
Angie’s years of experience at The O'Hagan Group provide her with jack-of-all-trades knowledge pertaining to the day-to-day processes of the office, in addition to minutia of client’s qualified and non-qualified accounts. Her excellent client service shines during the retirement process, when she has the privilege of working with every client of The O'Hagan Group when it comes time for them to retire. While never having held a position in the airline industry, she can confidently say that after more than a decade with the firm, she is well-versed in the varied needs and wants an airline employee’s life brings.
While not at work, Angie’s world revolves around her family. She enjoys spending time outdoors and travelling with her husband and 2 children.
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Pat Burke: Investment Advisor Representative
Pat joined the O'Hagan group in July of 2010. He graduated cum laude with a B.A. in Financial Management from Youngstown State University and worked as a financial advisor for Meryll Lynch. Pat served as an aviator in the United States Navy for 20 years and retired at the rank of Commander in the Naval Reserves.
In addition to being an advisor at The O'Hagan Group, Pat is a retired airline captain on the Boeing 777. Pat also served as President of the Independent Association of Continental Pilots, where he successfully merged independent union with the Air Line Pilots Association and served as the first MEC Chairman and later as the Executive Vice President. Pat is not affiliated with PKS Investments.
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Greg Holland: Investment Advisor Representative
Greg, a licensed Series 65 Investment Advisor Representative, brings a strong aviation background and vast business understanding to the O'Hagan Group.
He graduated with a B.S. in Aviation Management, was hired by Continental (Rocky Mountain Airways) at the age of 23, and is currently a United Airlines B777 Captain. He was Check Airman as FE on the DC-10.
Involved in business management since college, he previously served on the board of an oil refining and recovery company. He shares his experiences and knowledge, serving in community organizations and on church committees. He splits his time between Florida and Pennsylvania with his wife, and in his spare time he enjoys boating, fishing, golfing, and hiking. Greg is not affiliated with PKS Investments.
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Fred Robinson: Investment Advisor Representative
Fred joined The O'Hagan Group in January of 2013. He received a Bachelor's of Science degree from Western Illinois University and has been in the financial services business since 1985. Fred started with the Equitable before becoming an independent financial advisor with Mutual Service Corporation. When Mutual Service Corporation was bought out by the huge Linsco Private Ledger, the thought of being a number; and not a name didn't fit his personality or clientele.
Fred currently holds a Series 7 and Series 65 licenses as well as being a licensed Life, Health and Annuity agent. He currently resides in Morris, IL with his wife. Fred enjoys hunting, fishing, flying his airplanes, and attending baseball games in the summers. Fred is currently a private pilot whose father was an airline pilot with Delta Airlines for 34 years, so he is aware of the unique issues that face airline pilots and families.
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Phone: 815.942.9198
Address: 105 West Washington Street, Morris, IL 60450
Dell Spiva: Investment Advisor Representative
Dell joined The O’Hagan Group as an advisor after years of being a client himself. His extensive aviation and insurance experience brings great value to our firm by providing unique industry insight for our new and existing clients.
Dell is an established aviator logging over 15,000 flight hours in multiple corporate and passenger aircraft. He is currently flying the Boeing 787 Dreamliner Internationally for United Airlines based in Newark, NJ.
Over a decade ago, recognizing a void in the marketplace; Dell established a niche agency specializing in providing insurance coverage specifically for professional pilots. He was allowed access to specific markets providing industry leading supplemental Loss of License/Loss of Medical options for pilots.
Dell has since transitioned to include his insurance knowledge when advising individuals on their wealth and retirement strategies. Being extremely verse with various airline employee benefit and retirement plans, he takes great pride to educate each client about their individual coverages.
Dell is an ATP rated pilot, holds a Series 65 license in addition to his multiple appointments as a 2-15 and 2-20 insurance agent. He graduated with a Bachelor of Science degree in Aeronautical Science from Embry-Riddle Aeronautical University in 2000.
Dell is not affiliated with PKS Investments.
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Brycen Holland: Investment Advisor Representative
Brycen joined The O’Hagan Group in October of 2021. He graduated from Cornell University with a B.S. in Industrial and Labor Relations, a Minor in Business, and is a licensed Series 65 Investment Advisor Representative. After graduating, he worked as a Technology Consultant in New York City, most recently with Accenture, where he specialized in Benefits and Compensation.
Coming from a family of commercial and corporate pilots, Brycen is in tune with the goals of pilots and their families. He currently resides in Bethlehem, PA, and in his free time he enjoys fishing, golfing, and traveling. Brycen is not affiliated with PKS Investments.
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Kristy & Stacy: Administrative Assistant
Kristy and Stacy work at the Bethlehem office to provide assistance to our financial advisors and clients. They provide administrative and secretarial support to our management team and perform other routine back office services for our clients.
Kristy is an Administrative Assistant and started with The O'Hagan Group in 2013. She attended Penn State University and has an extensive background in customer service and enjoys working with people. When she is not working, Kristy enjoys spending time with her husband and daughters.
Stacy started working at The O’Hagan Group in 2015. She graduated from Temple University with a B.S. in Accounting and continued her education at Saint Joseph’s University for her Master of Accountancy degree. In her free time, she enjoys working out, traveling, and spending time with her husband and two sons.
Our staff's goal is to provide personalized service for our clients. With emphasis on team work we work closely together and with Schwab Institutional Client Services to provide our clients with superior support and excellent service.
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