The O’Hagan Group

Angie joined The O’Hagan Group in 2010, starting briefly as a part-time administrative assistant before moving to a full-time position focusing on the Continental Pilot Retirement Plan and the retirement process. She graduated from Marymount University with a BS in Psychology, and later attained her series 65 license, allowing her to increase her impact at the firm as an Investment Advisor Representative.

Angie’s years of experience at The O’Hagan Group provide her with jack-of-all-trades knowledge pertaining to the day-to-day processes of the office, in addition to minutia of client’s qualified and non-qualified accounts. Her excellent client service shines during the retirement process, when she has the privilege of working with every client of The O’Hagan Group when it comes time for them to retire. While never having held a position in the airline industry, she can confidently say that after more than a decade with the firm, she is well-versed in the varied needs and wants an airline employee’s life brings.

While not at work, Angie’s world revolves around her family. She enjoys spending time outdoors and travelling with her husband and 2 children.

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. Fred enjoys hunting, fishing, flying his airplanes, and attending baseball games 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.

Stacy earned her bachelor’s degree in Accounting from Temple University and began her career with The O’Hagan Group as an administrative assistant. While advancing within the firm, she continued her education at Saint Joseph’s University, further strengthening her expertise in accounting and financial management. In 2024, Stacy was promoted to Chief Financial Officer.

In her role as CFO, Stacy oversees all financial operations of the firm and contributes to strategic planning and organizational growth. In addition to her financial leadership, she remains deeply committed to delivering exceptional client service—supporting account operations, assisting clients, and serving as a key partner to the executive team. Stacy is dedicated to ensuring each client has a positive and seamless experience with The O’Hagan Group. Outside the office, she enjoys hiking, working out, spending time at the beach, and making memories with her husband and their identical twin boys.

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 B777 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 splits his time between Florida and Pennsylvania with his wife, and in his spare time he enjoys boating, fishing, golfing, and hiking. Greg is not affiliated with PKS Investments.

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.

Dell joined The O’Hagan Group as an advisor 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.

Dell is an established aviator logging over 15,000 flight hours in multiple corporate and passenger aircraft. He is currently flying the Boeing 787 Dreamliner Internationally for United Airlines based in Newark, NJ.

Over a decade ago, recognizing a void in the marketplace; Dell established a niche agency specializing in providing insurance coverage specifically for professional pilots. He was allowed access to specific markets providing industry leading supplemental Loss of License/Loss of Medical 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 benefit and retirement plans, he takes great pride to educate each client about their individual coverages.

Dell is an ATP rated pilot, holds a Series 65 license in addition to his multiple appointments as a 2-15 and 2-20 insurance agent. He graduated with a Bachelor of Science degree in Aeronautical Science from Embry-Riddle Aeronautical University in 2000.

Dell is not affiliated with PKS Investments.

Gabriel joined The O’Hagan Group in 2025. He holds a Master’s in Finance and a Bachelor’s in Finance from Fordham University’s Gabelli School of Business in New York City, where he pitched for the baseball team across five seasons in the Atlantic 10 Conference.

Following graduation, Gabriel spent time at a boutique investment bank in Manhattan, focusing on capital raises for emerging growth companies listed on the NYSE and NASDAQ. He executed IPOs, follow-on offerings, SPACs, and PIPE transactions while working directly with C-suite executives in sectors such as technology, metals & mining, artificial intelligence, defense, and energy.

Gabriel is a registered representative holding the Series 7, Series 63, Series 65, and SIE licenses. A resident of Easton, Pennsylvania, he enjoys golfing, staying active in the gym, and playing blues guitar in his free time.

Olivia joined The O’Hagan Group in September of 2024. She graduated from Moravian University, where she earned a Bachelor of Arts in Business Management and competed on the women’s lacrosse team. Before her time at The O’Hagan Group, she gained professional experience in commercial banking and corporate accounting.

As an Investment Advisor Representative, Olivia is dedicated to serving our clients and team. She takes pride in providing excellent service and maintaining strong relationships with our wonderful clients. Olivia has a strong passion for fitness and faith, and highly values her time spent with family and friends. She currently resides in Bethlehem, PA.

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.