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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 holds the Series 66, Series 7 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. Angela is not affiliated with PKS Investments.


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 a retired 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. Pat is not affiliated with PKS Investments.


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 previously served 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. Greg is not affiliated with PKS Investments.


Dell Spiva

Dell Spiva Dell joined The O'Hagan Group after years of being a client himself. His extensive aviation and insurance experience brings great value to our firm by providing unique industry insight for our new and existing clients..

As a pilot with type ratings in multiple corporate and passenger aircraft, Dell has established himself as a capable airman compiling over 14,000 flight hours to date. Currently, he is flying the Boeing 757/767 internationally for United Airlines, based in Newark, NJ.

Nearly a decade ago Dell was attempting to secure life and disability coverage for himself and quickly learned that many insurers rate negatively those that fly airplanes as a profession. Recognizing this void in the marketplace, he established a niche agency specializing in providing insurance coverage specifically for professional pilots. Over time, his reputation and expertise has allowed access to very specific markets providing industry leading supplemental Loss of License/Loss of Medical and Life Insurance options for pilots.

Dell has since transitioned to include his insurance knowledge when advising individuals on their wealth and retirement strategies. Being extremely verse with various airline employee benefits and retirement plans, Dell takes great pride in using a structured approach to educate each pilot about the various Health, Disability, ADamp;D, and Life Insurance options available to them. He stresses that once the proper protections are in place, only then a sound financial plan and retirement strategy can be created and executed.

Dell holds the Series 65 in addition to his multiple appointments as a 2-15 (Life, Health, & Annuities) and 2-20 (Property & Casualty) insurance agent. He graduated with a B.S. in Aeronautical Science from Embry-Riddle Aeronautical University in 2000 and is an ATP Rated pilot. Dell is not affiliated with PKS Investments.


Brycen Holland

Brycen Holland Brycen joined The O’Hagan Group in October of 2021. He graduated from Cornell University with a B.S. in Industrial and Labor Relations, a Minor in Business, and is a licensed Series 65 Investment Advisor Representative. After graduating, he worked as a Technology Consultant in New York City, most recently with Accenture, where he specialized in Benefits and Compensation.

Coming from a family of commercial and corporate pilots, Brycen is in tune with the goals of pilots and their families. He currently resides in Bethlehem, PA, and in his free time he enjoys fishing, golfing, and traveling. Brycen is not affiliated with PKS Investments.


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 daughters.

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.