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Our Team

Fara Kearnes

Administrative Assistant

303.799.4894 x5

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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James M. OLeary, CLU, ChFC, MSFS


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

LPL Registered Sales Associate

303.799.4894 x2

Kate graduated from the University of Colorado at Boulder with a Bachelor degree in Arts and Science. She has been with Panoramic Financial for close to 15 years. She has her Series 7 registration which is held through LPL Financial...

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Teresa McEldowney

Administrative Assistant

303.799.4894 x3

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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Tim Wiese

Director of Marketing

303.799.4894 x4

Tim serves as the director of marketing . With a degree in Marketing from the University of North Dakoda, 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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