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      1429 West Broad St.
      Bethlehem, PA 18018
      Main Office: 1.610.625.8855
      Toll Free: 1.877.803.9029
      Fax: 1-610-625-8877

Our Team

To check the background and qualifications of our Investment Advisor Representatives, they are available for free on FINRA's BrokerCheck website.


John O'Hagan, President

John O'Hagan PhotoJohn says he is, and always will be, just a farm kid from Illinois that likes to keep things simple. In his first year out of high school he worked as a pipe fitter at the local Nuclear Power Plant to save for college. After graduating from the University of Illinois and University of Copenhagen, he started in the financial world as an auditor/advisor for Edward D. Jones, a firm known for bringing Wall Street to Main Street. He later worked for A.G. Edwards. By the time he was 30, John was managing over 3000 accounts. He decided to follow his dream of becoming an airline pilot and left the financial world to pursue this goal. In 1992 he was fortunate to have been hired by Continental Express and in 1997 transitioned to Continental, which is now United Airlines.

In 2000, John looked ahead and noticed that his life as an airline pilot had changed. He was worried about the companies' debt obligation for promised pension payments owed to him at age 60, which was over $1,200,000. As a new father and a growing family he needed a source of income in addition to his career as a pilot. From 2001 to 2009 John worked as an Investment Advisor Representative for Raymond James. He then transitioned to the Charles Schwab Institutional platform, with KMS Financial Services, Inc. as broker-dealer and Registered Investment Advisor to create a streamlined, one stop back office access to the pilot retirement plans.

While some pilots enjoy golf or boating, John enjoys the financial world and helping people achieve their individual goals. John is the father of two athletic boys and spends most of his free time attending games and activities with them. He is currently on LTD with United Airlines, but looks hopes to get back to flying the Boeing 777.

John is licensed through KMS Financial Services, Inc. as a Series 65 Investment Advisor Representative, Series 7 General Securities Representative and is a Licensed Life, Health and Variable Annuities Insurance Representative.



Joe Paladino

Joe Paladino Photo Joe has been an Investment Advisor Representative with the O'Hagan Group since 2010. He is a bit of a finance nerd (his words), and he thoroughly enjoys the ever changing world of finance. He is a very active investor and trader. Joe constantly strives to expand his knowledge base to better serve his clients. He is passionate about helping his clients meet their financial goals and properly implement their retirement strategies.

He is very knowledgeable in airline benefits, insurance, and retirement plans. This personal level of service continues during his client's many years of active flying while properly preparing for their financial future up to their final landing as a professional airline pilot. “The life changes that follow that final flight go smoothly due to years of preflight (pre-retirement) planning and a well thought out execution. After retiring from the airlines some pilots travel. Some play golf 4 days per week. Other pilots start second careers. We’re the same, but we are individuals as well, with different needs during and after retirement.”

Joe is currently a Houston based Boeing 737 Captain for United Airlines. He has also flown The Boeing 757, 767, and 777 for Continental Airlines, and United Airlines as a First Officer.

When not flying, you'll find Joe serving his clients in person, or on the phone. Before and after business hours he stays busy with his beautiful wife and three kids (High School and Junior High), all actively involved in extracurricular activities. On the occasional weekend off, Joe loves to ride his motorcycle and enjoy the outdoors.

Joe is licensed through KMS Financial Services, Inc as a Series 65 Investment Advisor Representative, Series 7 General Securities Representative, and is a Licensed Life, Health, and Variable Annuities Insurance Representative.


Angela Cougle

Angie Photo Angie graduated from Marymount University with a BA in Psychology. In May of 2010 Angie joined The O'Hagan Group working as an administrative assistant as well as managing our technical division.  

Since that time she has obtained her Series 65 license to become an Investment Advisor Representative, in addition to becoming a notary. With her experience assisting our other advisors and administrative staff, Angie has gained extensive knowledge of the airline industry which has helped to advance her career as an advisor.


Douglas Schlack

Photo of Douglas Schlack Doug graduated Summa Cum Laude from Widener University in 2006 with B.A's. in Economics and Finance. He earned the dignitary title of Economic Valedictorian of his class.  Doug was employed by Cantor Fitzgerald/BGC Partners after graduation; working with inter-dealer Interest Rate Swaps, up until joining the O’Hagan group in October 2013.

Doug holds Series 7 and Series 66 Security licenses. He resides in Easton PA with his wife and young son.  When not engaged in finance, Doug can be found working out, spending time with his family or working outside.


Pat Burke

pat Pat joined the O'Hagan group in July of 2010. He graduated cum laude with a B.A. in Financial Management from Youngstown State University and worked as a financial advisor for Meryll Lynch. Pat served as an aviator in the United States Navy for 20 years and retired at the rank of Commander in the Naval Reserves. 

In addition to being an advisor at The O'Hagan Group, Pat is an airline captain on the Boeing 777. Pat also served as President of the Independent Association of Continental Pilots, where he successfully merged independent union with the Air Line Pilots Association and served as the first MEC Chairman and later as the Executive Vice President.


Fred Robinson

fred robinson Fred joined The O'Hagan Group in January of 2013. He received a Bachelor's of Science degree from Western Illinois University and has been in the financial services business since 1985. Fred started with the Equitable before becoming an independent financial advisor with Mutual Service Corporation. When Mutual Service Corporation was bought out by the huge Linsco Private Ledger, the thought of being a number; and not a name didn't fit his personality or clientele.

Fred currently holds a Series 7 and Series 65 licenses as well as being a licensed Life, Health and Annuity agent. He currently resides in Morris, IL with his wife and 2 almost grown children. Fred enjoys hunting, fishing, flying his airplanes, and coaching baseball in the summers. Fred is currently a private pilot whose father was an airline pilot with Delta Airlines for 34 years so he is aware of the unique issues that face airline pilots and families.


Greg Holland

Photo of Greg Holland Greg, a licensed Series 65 Investment Advisor Representative, brings a strong aviation background and vast business understanding to the O'Hagan Group.

He graduated with a B.S. in Aviation Management, was hired by Continental (Rocky Mountain Airways) at the age of 23, and is currently a United Airlines B757/7677 Captain. He was Check Airman as FE on the DC-10.

Involved in business management since college, he now also serves on the board of an oil refining and recovery company. He shares his experiences and knowledge, serving in community organizations and on church committees. He lives in Pennsylvania with his wife and two sons.


Jim Booth

jim booth Jim Booth joined the O'Hagan Group in January of 2013. Jim is also an Airline pilot based in San Francisco, CA. Jim has a background as a Financial Consultant and worked for AXA Advisors, LLC. from 2009 to 2011.

He holds his Series 7, Series 66 and Life, Accident & Health Insurance Licenses. When Jim is not out flying or in the office, he can be found skiing, biking or enjoying the outdoors. Jim grew up in Upstate NY and attended Liberty University in VA obtaining two Bachelor of Science Degrees. He and his family currently reside in Fort Collins, CO.


Administrative Assistants

Kristy and Stacy

Photo of Kristy and Stacy Kristy and Stacy work at the Bethlehem office to provide assistance to our financial advisors and clients. They provide administrative and secretarial support to our management team and perform other routine back office services for our clients.

Kristy is an Administrative Assistant and started with The O'Hagan Group in 2013. She attended Penn State University and has an extensive background in customer service and enjoys working with people. When she is not working, Kristy enjoys spending time with her husband and daughter.

Stacy joined The O’Hagan Group in 2015 after graduating from Temple University with a B.S. degree in Accounting. Stacy continued her education at Saint Joseph’s University and received her MBA in Accounting in 2016. In her free time she enjoys spending time with her other half and her French mastiff Opie.

Our staff's goal is to provide personalized service for our clients. With emphasis on teamwork we work closely together and with Schwab Institutional Client Services to provide our clients with superior support and excellent service.