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
With nearly two decades of experience in financial advising, Andrew is passionate about helping clients achieve their financial goals and transform their relationship with money. He specializes in cutting through the financial noise, guiding families to build airtight retirement income plans that provide peace of mind for the future. By focusing on clarity and strategic planning, Andrew empowers his clients to stress less about finances and focus more on living their best lives. Outside of work, he enjoys spending time with his family, staying active, and volunteering in his community.
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
Miguel has always been passionate about empowering underserved communities, whether through marketing or personal finance. Born in Colombia, he has had the opportunity to grow both personally and professionally in the United States. He studied Sales and Business Marketing at Western Michigan University while working as a solopreneur, helping small businesses enhance their digital presence and increase revenue. This entrepreneurial experience laid the foundation for his transition into the financial services industry, where he now leads the marketing efforts for his team who help individuals and families navigate life insurance and financial planning.
Outside of work, Miguel enjoys staying active—whether at the YMCA, honing his Jiu-Jitsu skills, or spending time outdoors with family and friends. He resides in Grand Rapids, MI, with his wife, Kayla, their son, Miguel II, and their dog, 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.
Joseph Snyder
Operations Assistant
Joseph has always felt a strong calling to pursue a career centered around service. That passion has been fulfilled in his role at O’Neill Asset Management, where he provides clients with the knowledge and tools necessary for their success. Combining a love for client interactions with the technical aspects of finance, Joseph finds great satisfaction in the work he does.
Originally from just outside the small town of Jonesville, MI, in Hillsdale County—about 30 minutes south of Jackson, MI—Joseph now resides in the rural beauty of Litchfield with his wife, Tara. Surrounded by rolling fields, they enjoy the peaceful charm of Michigan’s countryside.
In his spare time, Joseph stays active with various sports, including volleyball, basketball, and Jiu-Jitsu. He also enjoys playing the acoustic guitar and diving into thought-provoking books. Evenings are often spent unwinding with Tara, watching a favorite TV series while enjoying a bowl of Moose Tracks ice cream.
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.
Jon Witte
Team Associate
Jon developed an interest in finance during his college years at Calvin College, where he studied finance. He has always been fascinated by the management of money, but it wasn’t until three years ago that he officially entered the financial planning and advising field. Since then, he has enjoyed being part of the effort to help people achieve their financial goals and build a secure future.
A Grand Rapids, MI, native, Jon continues to reside there with his wife, Amanda, and their beloved puppy, Poppi.
In his free time, Jon enjoys watching the latest and greatest TV shows with Amanda. A passionate sports fan, he closely follows Michigan football and basketball, as well as the Pistons and Lions. He also loves spending time outdoors, especially golfing in the summer.
John Spears
Financial Advisor
John has always been passionate about creative problem-solving and finding innovative solutions. He discovered his niche in finance when he became a licensed Investment Advisor Representative. A firm believer in lifelong learning, he is continuously motivated to grow and improve in order to better serve others. At O’Neill Asset Management, he uses his diverse skill set to help clients achieve their financial goals and dreams.
Originally from Massachusetts, he moved to Michigan to attend Grand Valley State University. He now lives with his fiancée, Bree, and their two rescue cats.
In his free time, he enjoys reading, watching movies, and exercising. His favorite weekends are spent walking to the movie theater with Bree or heading to Frosty Boy for ice cream.
Danielle Gray
New Business Associate
Strategic Alliances
Travis May
Investment Advisor
Meaghan Miracle - J.D.
Miracle Law PLLC
Ashton King
Agency of Farm Bureau Insurance
Don Perry
Better Tax
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