Partners

Michael J. O’Connor
Business Development Executive
2185 N. California Blvd., Suite 290
Walnut Creek, CA 94596
Tel: (415) 939-3841
Email: moconnor@advisorpartners.com
Web: www.advisorpartners.com
Linkedin: https://www.linkedin.com/company/advisor-partners-llc

Mike is a veteran in the investment management industry with over 20 years of experience working with both institutional and high net worth clients. Prior to joining Advisor Partners, Mike worked as Vice President of Investments for an Independent RIA catering to high net worth clientele

COMPANY HIGHLIGHT: We design customized portfolios that help financial professionals deliver personalized investment solutions, professional portfolio management, and full transparency to their clients.

We seek to deliver investment performance in-line with a chosen index from a pre-tax perspective while outperforming the index from an after-tax perspective.

My hometown is Oakland, CA and today I live in Lafayette with my amazing partner, Tricia, her son, my daughter, and our cat.  After graduating from UCLA in 1978, I began my insurance career at an insurance agency in San Francisco. In 1983, I became the Agency Principal of David Shaffer Insurance Services and recently celebrated my 27^th year in business as a Professional Independent Insurance Agency.  My personal interests include cooking, hiking, downhill skiing, photography, various volunteer work, and traveling.  In 2019, I spent three incredible weeks in Portugal and during the 2020 Thanksgiving week, enjoyed five incredible days in Yosemite.

COMPANY HIGHLIGHT:
What really sets my agency apart from other insurance agencies and licensed agents is how we approach our insurance work. We start with the premise we always do what is in the best intertest of our clients. We will not provide any premium indication, known as a quote, or suggest any insurance company that we represent until after an extensive review of all the existing insurance coverage, the completion of a unique Insurance Risk and Attitude Questionnaire, and after we have identified thoroughly all the assets at risk.  In contrast, most agents or agencies will just want to provide immediately a quote without any deep analysis. Click Here for more information

John Jordan is a Business Development Executive with Northern Trust Asset Management. John is responsible for business development and relationship management across all advisory channels in Northern California & Alaska.

Prior to joining Northern Trust, John was with BlackRock’s iShares business in San Francisco and was responsible for business development and relationship management for Registered Investment Advisors, Institutional Asset Managers and Family Offices.

Additionally, John spent 10 years in various roles with Morgan Stanley and its Graystone Consulting business. He was responsible for advising clients including Foundations, Endowments, Retirement Plans and Private Clients.

John graduated from Saint Mary’s College of California with a degree in Business Administration with an Honors Concentration in Financial Services. He is a CFA Charterholder and serves on the Board of Directors of CFA Society San Francisco.

COMPANY HIGHLIGHT:
As a leading global asset management firm, our investment expertise, strength and innovation have earned the trust and confidence of the world’s most sophisticated institutional and individual investors. With approximately $1.0 trillion in total assets under management, and a longstanding fiduciary history of solving complex investment challenges, we believe our strength and stability drive opportunities for our clients.

3235 Maezel Lane
Carlsbad, CA 92008
Tel: 1-888-923-3355
Email: contact-us
Web: www.ivyinvestments.com
Linkedin:

Brian T. Carlson, CIMA®
Regency Vice President
Tel: (925) 787-7343
Email: brian.t.carlson@jackson.com
Web: www.jackson.com
Linkedin: https://www.linkedin.com/in/briancarlson662

I collaborate with advisors in the East Bay and Marin County to find solutions that fit their clients individual needs. I have been with Jackson since 2005, I have lived in Colorado, Georgia, Indiana, and the Bay Area all with Jackson. Married with two daughters, big sports fan, love movies, friends, and golf!

COMPANY HIGHLIGHT:
What makes Jackson different truly is our investment Platform with no investment restrictions when a guarantee is added to the contract. In time periods where uncertainty, volatility, and low rates exist we offer many different options.

With business centers in Concord and Walnut Creek, Office Evolution offers safe, affordable, and inspired workspaces close to your home.

• A private office let’s you host your clients with confidence, turning all those hours spent driving around the Bay Area into productive time.
• Our Business Center Manager is your secret weapon: professional office management and reception services included in your membership.
• With 60 minutes of telephone-answering services every month included with your private office, we’ll screen those unproductive calls so you can concentrate on your best leads.
• Our prestigious commercial mailing address enhances your Google search results, and your secure mailbox with optional digital mail services means you won’t have to wait around for a delivery ever again.
• Offices are fully furnished with modern office furniture for you and your guests, and we have fiber-optic internet service which is fast and reliable via both wifi and ethernet connections.
• Need to make presentations? Office Evolution also has meeting rooms to accommodate from 4 to 15 people, all equipped with large video screens, whiteboards, and conference phones.

Susan Danzig is a Certified Business Development Coach. She equips Financial Advisors with the tools to accelerate their success. Susan has consulted with more than a thousand clients over the past 20 years helping them leverage their value, become known for their area of specialization in the marketplace and create effective marketing plans that achieve consistent growth in their businesses.  Susan also serves as a National Board Member for the Financial Planning Association.

COMPANY HIGHLIGHT:
Susan Danzig is the creator of the Financial Advisor Success Training Program, a proven system for advisors that increases your new client numbers and accelerates your business growth.  Take Susan’s 4-minute assessment at FinancialAdvisorSuccessQuiz.com and discover the steps to take your practice to the next level. As a business development consulting firm, we excel at working with advisors like you to become known as the go-to professionals who meet or exceed their goals year over year.
Financial Advisors Success Training