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Karoline O’Connor

Karoline O’Connor

Executive Director & CSO

Karoline has over 30 years of experience in the financial services industry. She partnered with John Klaas in 1995 and they’ve remained a solid team ever since. As Executive Director & CSO, a few of the things she is responsible for include business development and marketing, leading the client services team, and assisting advisors with their wealth planning process. She has experience working on strategic business initiatives, developing efficient practices, optimizing productivity, reducing costs, minimizing administrative efforts, and maximizing operation’s efficiencies. Karoline is a graduate of Elmhurst University with a B.S. in Finance.  Karoline is actively involved in multiple sports while raising three sons with her husband of 30 years.  In her free time Karoline enjoys time outdoors running/hiking and training with her three dogs.

Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.