Our Financial Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Andrew O'Neill

President & Founder

Andrew O’Neill specializes in working with state employees and is approved to work in over 15 school districts in both Mid-Michigan and West Michigan. He has a wide array of income planning strategies for retirees and soon to be retirees. Furthermore, Andrew works with many churches and non-profits as he assists them in developing retirement plans that are custom fit for their individual needs.

In addition to holding his Life and Health Insurance licenses in the State of Michigan, Andrew currently does business as a Registered Representative in Arizona, Florida, Georgia, Indiana, Iowa, Michigan, New Hampshire, North Carolina, Oregon, Texas, Virginia and Wisconsin.

Andrew has the sought after ability to make difficult financial concepts understandable to his clients.

Andrew enjoys staying active in his community and church, as well as spending time with his family.


Joshua Wills

Director of Operations

After graduating from Michigan State University, Josh found himself working in the medical field for years before finding his way into the financial world. His growing interest in investing and the intricacies of personal finance landed him at O’Neill Asset Management, where he handles much of the behind-the-scenes action to create a fluid client experience.

Away from the office Josh enjoys quality time with his family and friends, being active by enjoying the outdoors, and oh – he’s also quite the drummer! Josh resides in the Jenison area with his wife, Maggie, and their newborn son, Wesley.

Michael Potter

Lead Advisor

Michael has always had an interest in numbers and economics. He’s got an accounting background that eventually led him to earn his CPA to prove it! Michael enjoys a challenge, he saw an opportunity to use his gifts to help with the stress, confusion, and difficulty that people and businesses face when it comes to proper financial planning.

Outside of the office Michael challenges himself physically by participating in marathons, including the Boston Marathon and Chicago Marathon. He loves boating and water sports in the summer and skiing in the winter. Michael resides in the Wyoming area with his wife, Lauren. They just welcomed their daughter, Madelyn, into the world in April 2022.

Miguel Arjona-Rodriguez

Director of Marketing

Born in a third world country, Miguel has always had a passion to help underserved communities with their finances in one way or another. Miguel studied Sales and Business Marketing at WMU while working as a Solopreneur freelance-marketer helping small businesses grow their Digital Marketing and increase revenue. This came to be very helpful when he found his way into the financial service industry as a Life Insurance professional.

Away from work you can find Miguel working out at the YMCA, sharpening his jiujitsu skills, or enjoying quality time in the outdoors with his family and friends. Miguel resides in Grand Rapids, MI with his wife Kayla and puppy Milo.

Jacob Ahern

Director of Client Relations

After his career in the military, Jake earned a bachelor’s degree from Central Michigan University and started working in the insurance industry. From his experience as an insurance professional, he found a passion in the investing side of the financial industry. Jake is a valuable player to the team who brings positive energy to not only the office but all clients who get to interact with him!

Jake enjoys being active outdoors, playing darts, and is quite the baller on the court! Outside of the office, he also appreciates spending quality time with his Wife Chanda, and newborn girl, Leighton. They currently reside in the Wyoming area.

Shay Barber

Business Operations Assistant

Shay has been running a Real Estate business for four years now in Grand Rapids, which has led him to fall in love with the finance side of business, investments, and personal lives. His small business background and passion for helping people has led to a position with the O’Neill Asset Management Team.

Shay is originally from Lansing, Michigan. He lives in Grand Rapids with his fiancé and their two dogs.

Outside of the office, you can catch Shay on the sidelines of High School basketball games, as he coaches at Greenville High School and runs his own AAU basketball program, Michigan United. He enjoys being active, such as playing basketball, hiking, walking his dogs and being on the water. With his relaxing time, he truly enjoys spending quality time with family and friends.

Dan Dyer

Investment Advisor

Dan Dyer was born and raised in Kalamazoo, MI. He attended college in Grand Rapids, MI where he lived for 10 years. He now lives in sunny San Diego, CA. He works with clients in both his resident state of California and his home State of Michigan as well as Texas, Illinois, Florida, and Georgia.

Dan specializes in working with individuals and employees to help them understand their financial opportunities and plan for a brighter future. He has a passion for educating and empowering his clients to understand and execute on complex financial strategies.

Dan also has a passion for health and fitness having lost over 80 pounds and maintained that weight loss for nearly two years, he enjoys learning and sharing about health and fitness daily.

Strategic Alliances

Ryan Bytwerk

Investment Advisor


Travis May

Investment Advisor

Meaghan Miracle - J.D.

Miracle Law PLLC

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Don Perry

Better Tax

Ashton King

Agency of Farm Bureau Insurance