Jeff manages investments for individual, retirement, and institutional clients focused on growth and total return objectives. He began his career in 1980 as compliance and operations manager with Denton and Company, a Hartford-based regional broker. In 1990, he opened and managed the Hartford office of Boston-based regional broker Fechtor Detwiller. Before joining O/L in 2006, he was managing partner at Hartford’s Buell Securities Corp. Jeff received a BS in economics and finance from the University of Hartford and attended University of New Hampshire’s Whittmore School of Business.

Michael is a Financial Advisor and co-manager of The AAA Portfolio. Michael brings a wealth of knowledge in several different financial disciplines to help solve client problems. In addition, Michael is responsible for marketing Ohanesian/Lecours and sits on the board of directors for both the Connecticut Forest & Park Association and the Farmington Land Trust. Prior to joining O/L, Mike was a senior account executive for Cashman + Katz Integrated Communications in Glastonbury, CT where he worked with clients in the financial industry. He received a BA in business administration from Marist College. Visit his blog: Confident Returns

Dick’s focus since 1977 has been on the management of defined contribution plans and defined benefit plans. He is actively involved in the design, installation, and ongoing asset management of retirement plans. He represents both public and privately held corporations throughout the East Coast. He employs an extensive list of rigorous standards and practices in managing pension plans as established by the Foundation for Fiduciary Studies. Dick also advises numerous trusts and foundations in establishing Investment Policy Statements and setting up monitoring policies and practices to encompass their stated investment objectives. As an Accredited Investment Fiduciary, he is a co-fiduciary of the plans he advises. Prior to joining O/L, Dick worked at major Wall Street firms including Paine Webber and E.F. Hutton trading institutional corporate and municipal bonds. He received an AB from Kenyon College. Visit his blog: Fiduciary Insight

Sandy is an original partner of O/L and was integral to the set-up of the firm in 1989. She has been involved in all facets of the business, including broker support, licensing, commissions, payroll, benefits, operations, IT, and management. As part of the management team, Sandy is responsible for the operational, administrative, and staffing functions of the firm, including developing and implementing company policy in these areas. Prior to joining O/L, she worked at PaineWebber. She attended the Morse School of Business in Hartford, Connecticut, where she received a secretarial certificate and studied English at Central Connecticut State University. She is a Connecticut notary public.

Erika has been working in the field of brokerage operations since 1988. She oversees client operations for the firm and is directly responsible for O/L’s commissions and accounting functions. Erika is also actively involved in training office personnel. Prior to joining O/L in 1991, Erika worked at PaineWebber.

Donna services all custodial client operations. She is O/L’s operational liaison with its clearing firm, Pershing, as well as other custodians. She works directly with clients and registered representatives to process requests, solve problems, and manage the flow of paperwork. She received a BA in communications from Central Connecticut State University.