Broker Check

Meet The Team

James M. OLeary, CLU, ChFC, MSFS

President and Founder

303.799.4894 x1

Jim entered the financial services industry with Prudential Financial focusing on wealth protection. It was there he learned that a solid foundation of protecting your wealth is crucial on the path to wealth accumulation. During this...

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Katie O'Leary

Wealth Management Advisor

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Katie graduated from the University of Colorado at Boulder with a Bachelor’s degree in Arts and Science. She has been with Panoramic Financial...

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Steve Ross

Wealth Management Advisor

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Steve has more than a decade of experience in finance, law, and technology, bringing a unique skill set to wealth management. He holds a Bachelor of Science in Finance and a Master of Science in Economics from Florida State University,...

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Teresa McEldowney

Administrative Associate

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Prior to joining the Panoramic team, Teresa gained many years of experience in the tax preparation field. She now serves as an invaluable member of the team as an office administrative manager. Before moving to Colorado, she earned her...

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Fara Kearnes

LPL Registered Administrative Associate

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Fara has been with Panoramic Financial Services since 2011. Her focus is investment fund research and portfolio performance analysis. She is a graduate of the University of Northern Colorado in Greeley with a BA from the School of...

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Tim Wiese

Director of Business Development

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Tim serves as the director of marketing . With a degree in Marketing from the University of North Dakota, Tim brings over 20 years of leadership experience to the position. His outgoing personality and passion for helping others is a...

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