Kevin O'Reilly

Current

Principal at Foothills Financial Planning, Inc.
Principal at O'Reilly Financial Software

Past

Segment Finance Manager at ATMI, Inc.
Regional Manager at Intel Corporation
President at New Reality Systems, Inc.

Chief Technology Officer at Benetec, Inc.
Consultant at Daugherty Systems, Inc.
Programmer Analyst at Nuveen Investments
Software Engineer at Benefit Trust Life Insurance

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4 more...

Education

Arizona State University, W. P. Carey School of Business
Indiana University - Kelley School of Business
Elk Grove High School

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Recommended

4 people have recommended Kevin

Connections

262 connections

Industry

Financial Services

Websites

Kevin O'Reilly’s Summary

Foothills Financial Planning, Inc. is an Arizona-licensed Investment Advisor based in the Ahwatukee Foothills section of Phoenix. As a fee-only financial planner and Chartered Retirement Planning Counselor, Kevin provides professional investment and planning advice that is objective and not geared to the sale of specific products.

What is “fee-only”?

A fee-only financial advisor is simply one who is compensated solely by his or her clients. No commission or third-party compensation is ever accepted and no products are for sale.

Kevin O'Reilly’s Specialties:

- Retirement planning, including advice regarding 401(k), 403(b), 457 plans
- Small business retirement plans
- Paying for college: 529 plans, Coverdell ESAs, etc.
- Planning for parents of twins, triplets and higher-order multiples
- Investment advice and management
- Budgeting
- Cash or debt management
- Second opinions and financial check-ups

Kevin O'Reilly’s Experience

Principal

Foothills Financial Planning, Inc.

(Financial Services industry)

September 2008 — Present (1 year 3 months)
Principal

O'Reilly Financial Software

(Computer Software industry)

2008 — Present (1 year )
Segment Finance Manager

ATMI, Inc.

(Public Company; 501-1000 employees; ATMI; Semiconductors industry)

February 2007 — September 2008 (1 year 8 months)
Regional Manager

Intel Corporation

(Public Company; 10,001 or more employees; INTC; Information Technology and Services industry)

November 1999 — January 2007 (7 years 3 months)

Manage the southwest region of an internal consulting unit consisting of approximately sixty technology consultants.
President

New Reality Systems, Inc.

(Privately Held; 1-10 employees; Information Technology and Services industry)

1997 — 1999 (2 years )
Chief Technology Officer

Benetec, Inc.

(Privately Held; 11-50 employees; Insurance industry)

1996 — 1997 (1 year )
Consultant

Daugherty Systems, Inc.

(Privately Held; 201-500 employees; Information Technology and Services industry)

February 1995 — September 1996 (1 year 8 months)
Programmer Analyst

Nuveen Investments

(Public Company; 501-1000 employees; JNC; Financial Services industry)

1992 — 1995 (3 years )
Software Engineer

Benefit Trust Life Insurance

(Insurance industry)

1990 — 1992 (2 years )