David Wismer | President
David Wismer began his professional career in 1988 in the healthcare industry, as a Financial Analyst with Blue Cross of California, before entering the financial-planning arena with American Express Financial Advisors in 1991. To provide clients with the most comprehensive, personalized financial-planning services possible, he founded his own company, Wismer Wealth Management Group, in 2002. Success followed. Over the years, his firm has built a loyal following of clients.
“Our mission,” David says, “is to help clients live fulfilled lives by developing and implementing custom financial solutions for their individual needs.”
David is fully qualified to help his clients. Besides the in-depth knowledge that comes from over 20 years experience, he has the breadth of knowledge that comes from extensive education, which includes a bachelor’s degree in Finance and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Earning that designation required coursework in a broad range of financial subjects.
In addition to experience and education, David brings to clients his independence. As head of his own company, he does not have anyone pressuring him to sell financial products that may not be suitable for clients. Working with him, clients receive unbiased, well-thought-out advice, not a sales pitch.
Away from work, David is a member of Vista Grande Baptist Church and enjoys spending time with his wife, Jill, and their three children, David, Zachary and Faith.
Paul O’Hara | Director of Operations
Paul is a professional with vast knowledge and experience in the financial marketplace. He earned his undergraduate degree in History from Rutgers University.
Paul began his career as a bond trader with Patriot Securities in New York. He has worked as a Vice President of Trading and Market Maker for Fleet Bank and Hudson Securities before moving from New Jersey to Colorado with his family in 2006.
Paul and his wife Allison have been married since 1995 and have two children, Mary and Samuel. When not at work Paul coaches youth football & basketball and is a Boy Scout Adult Leader. Paul also enjoys spending time with his family, cycling, skiing & backpacking.