The Artifex Navigator

Kevin O'Connor

Kevin's areas of focus for Artifex are tax services, operations and technology solutions. He previously worked for Morgan Stanley where he assisted advisors throughout the United States in managing client accounts. Prior to that, he spent time working for a CPA firm preparing taxes for individual clients. He received his bachelors degree in accounting and finance from Ohio Northern University, where he was on the Dean's list and was a member of the Beta Alpha Psi honorary fraternity for Financial Professionals. In his free time, Kevin actively trains in Brazilian Jiu Jitsu and plans to compete at the amateur level. You can reach Kevin at 855-752-6644 or

Recent Posts

Tax-Saving Tips - June 2019

Posted by Kevin O'Connor on Jun 13, 2019 11:10:36 AM

Our periodic update on tax-saving strategies for business owners and individuals.


Read More

Topics: Taxes, tax planning

Welcome to the Artifex Intelliplan Blog

Commentary on the world of finance, and other things

We at Artifex believe in enhancing the wisdom of our clients and readers.  While most of our topics will be related to investments, personal finance, and the economy, we also endeavor to include thought-provoking commentary on topics that will help you expand your "mental models", as referred to by Charlie Munger and Warren Buffet. We want you to learn from us and others how to think logically and see the world through an informed lens.

Some of our regular topics include:

  • Monthly "Savvy Cybersecurity" updates with tips to keep your data safe
  • Economic and market commentary
  • Financial planning and investment management best practices
  • Thoughts to improve your mindset and your life
Please join us on this journey!

Subscribe to Email Updates

Recent Posts