Our Team

My journey in financial services began in 1997 at Josephthal & Company, shortly after earning dual degrees in Mathematics and Psychology from Texas Tech University. I later joined Dain Rauscher (now RBC Dain Rauscher) to deepen my training and broaden my perspective. During that time, I also completed my MBA in Family Finance from the University of Dallas, which helped shape my approach to long-term planning and generational wealth.

In 2004, after a rewarding tenure at RBC Dain Rauscher, I transitioned to the independent advisory model through LPL Financial. This move gave me the freedom to serve clients with greater transparency and flexibility—tailoring strategies to their unique goals rather than fitting them into a one-size-fits-all mold. I believe that financial planning is more than just numbers; it’s about understanding your life, your values, and your vision for the future.

Outside the office, I’m a husband and proud father of five. Two of my kids are fully graduated and thriving in their careers, while the others are pursuing advanced degrees—one in law school, one in nursing school, and one in graduate studies. Watching them grow into driven, thoughtful adults has been one of the greatest joys of my life.

As a part-time passion, I compete in triathlons and coach fellow athletes through Tridot. My coaching focuses heavily on swim technique and mental preparation—helping athletes build confidence, resilience, and clarity under pressure. It’s a discipline that mirrors my approach to financial advising: train hard, think clearly, and always keep the long game in sight.

Mike O’Reilly began his career helping individuals and families plan for their futures in 2002 as a financial advisor with Morgan Stanley, later with Banc of America Investment Services and Raymond James Financial Services. In 2012, Mike joined Dallas Financial Advisors® and LPL Financial, a firm that shares his genuine concern for the well-being of clients.

His goal as an advisor is to help his client establish realistic goals within their risk-tolerance levels and invest accordingly. To that end, Mike takes a “boutique” approach and works with a select number of clients, which allows him to provide more holistic service and develop stronger client relationships. He believes that thoughtful investing is one of the most important factors in pursuing lasting independence, and so he strives to act as a trustworthy and patient partner to his clients.

Mike is a graduate of Texas Tech University. He is originally from Ohio, but grew up in Richardson and now resides in Dallas along with his wife, Debbie. They have two sons, Connor and Cameron. Mike and Debbie are active members of the First United Methodist Church of Richardson.

Kathleen is dedicated to helping individuals and families work toward their financial dreams. She leverages her ongoing financial services training with a practical tailored approach to advising her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago.

Kathleen holds Series 7 license with LPL Financial and Series 66 license with LPL Financial and Dallas Financial Advisors.

With more than 22 years of experience in the financial services industry, I am dedicated to helping individuals, families, and businesses pursue their financial goals with confidence and clarity. As a financial advisor with LPL Financial, I specialize in developing personalized investment strategies tailored to each client’s unique needs and long-term objectives.

My approach is grounded in building lasting relationships based on trust, transparency, and an unwavering commitment to putting clients’ interests first. By combining proven strategies with a forward-looking perspective, I aim to simplify the complexities of investing and financial planning while empowering clients to make informed decisions.

Whether planning for retirement, navigating life transitions, or working to grow and preserve wealth, my mission is to provide guidance, clarity, and confidence every step of the way.