We are a full service accounting firm specializing in tax and compliance. Everyone on our team has the professional qualifications required to give you the very best service and advice in all areas of personal and business tax. 

Jake Hemmerich

Chief Operating Officer

Jake Hemmerich is the Chief Operating Officer at our firm, where he oversees operational strategy, organizational efficiency, and client-focused service delivery. With a strong background in financial operations and team leadership, Jake plays a key role in aligning internal processes with long-term business objectives and regulatory standards.

He earned his bachelor’s degree from Bethel University, building a solid academic foundation in business that supports his work in guiding complex financial functions and optimizing firm-wide performance. Jake is recognized for his ability to streamline workflows, strengthen cross-departmental collaboration, and support accounting professionals in delivering exceptional value to clients.

Outside of his professional accomplishments, Jake is a dedicated husband and father of four. He enjoys traveling, discovering new destinations, and spending quality time with his family. Whether exploring new cultures or enjoying time at home, Jacob’s family life remains central to who he is.

Bill Shertzer

Financial Services Manager

Bill Shertzer is a seasoned professional with a diverse background spanning healthcare operations and financial services. A 1982 graduate of Dartmouth College, Bill earned a degree in socio-biology and went on to build a successful career in executive and management roles within the eye care and dental industries.

Since 2018, Bill has been an integral part of Mark McNamee CPA. His broad professional experience enables him to bring a practical, disciplined approach to supporting clients’ long-term goals.

Outside of work, Bill places a high value on family, balance, and enjoying life. One of his greatest joys is spending time with his five-year-old grandson, Colton, and staying closely connected with family. Bill also enjoys travel, appreciating opportunities to explore new places and cultures. In his free time, you’ll often find him cheering on his favorite football and baseball teams.

Jeremy Weaver

Financial Advisor

With a decade of experience in client service and years of leadership experience, Jeremy is passionate about helping people feel informed and confident in their financial decisions. He focuses on clear communication, thoughtful problem solving, and creating a smooth experience for both clients and team. Jeremy brings a practical and relationship focused approach to financial services and takes pride in being a dependable resource for those he works with. Outside of work, he enjoys Latin dancing, woodworking, staying active, and spending time with friends and family. A proud member of the South Bend/Mishawaka community, he enjoys making his time meaningful by spreading joy and investing in those around him.

Angela Dickerson

Office Manager

Angie is a dedicated business professional with a passion for problem-solving and developing consistent, effective solutions. She is committed to continuous growth, both personally and professionally, and approaches every opportunity with a mindset of learning and improvement. Angie values collaboration and believes that the best results come from working together, fostering a team environment where everyone can succeed.

Outside of the office, Angie enjoys spending quality time with her family and friends. She has a love for animals and finds joy in the outdoors, whether she’s hiking scenic trails or tending to her garden.

Connor Deignan

Staff Accountant 

Connor Deignan is a Staff Accountant dedicated to managing core accounting operations, enhancing software efficiency, and delivering exceptional, client-focused service. With a robust background in tax operations and auditing, Connor provides insightful expertise aimed at streamlining workflows through the application of time-tested technologies.

He earned his bachelor’s degree in accounting from Purdue University, establishing a strong academic foundation that drives his success in process optimization and project execution. To further elevate the strategic value he brings to clients, Connor is currently pursuing his Certified Public Accountant (CPA) designation.

Outside the office, Connor is an avid chess player who enjoys strategic thinking, reading, and family game nights. Whether he is unwinding recreationally or actively expanding his professional skill set, Connor is defined by a lifelong dedication to continuous learning.

Sonakshi Vikranth

Staff Accountant

Sonakshi is a dedicated accounting professional with a passion for helping individuals and businesses make informed financial decisions. Her commitment to continuous learning and attention to detail drive her approach to serving clients with integrity and professionalism.

Originally from Chennai, India, Sonakshi earned a Bachelor of Commerce from the University of Madras, India before completing her Master of Accountancy at Case Western Reserve University in Cleveland, Ohio. She gained professional experience in accounting and taxation in India, working with individual and business clients in tax compliance and reporting. She is a Certified Management Accountant (charter pending) and is currently pursuing her CPA licensure in the United States.

Outside of work, Sonakshi enjoys exploring new places, staying active through dance & fitness, and spending time with friends and family.

Strategic Alliances | O'neill Asset Management

Learn More about the O'Neill Asset Management Team

President & Founder

With nearly two decades of experience in financial advising, Andrew is passionate about helping clients achieve their financial goals and transform their relationship with money. He specializes in cutting through the financial noise, guiding families to build airtight retirement income plans that provide peace of mind for the future. By focusing on clarity and strategic planning, Andrew empowers his clients to stress less about finances and focus more on living their best lives. Outside of work, he enjoys spending time with his family, staying active, and volunteering in his community.

Lead Advisor

Michael has always been drawn to numbers, economics, and solving complex financial challenges. With a background in accounting, he earned his CPA before transitioning into financial advising, where he found the opportunity to make an even greater impact. Today, Michael helps individuals, families, and business owners navigate the complexities of financial planning with clarity and confidence. Guided by his Christian faith and a commitment to integrity, stewardship, and serving others, he enjoys developing personalized strategies that help clients pursue their goals and gain greater peace of mind about their financial future.

Outside the office, Michael enjoys pushing himself physically through long distance races, having completed the Boston Marathon, Chicago Marathon, and the local River Bank Run 25K. During Michigan’s warmer months, you’ll find him boating or enjoying water sports, while winter is reserved for skiing. He’s also an avid sports fan and is always happy to talk about his beloved Michigan Wolverines.

Michael married his wife, Lauren, in 2020. They have since welcomed their 2 children, Madelyn in 2022 and Lucas in 2024. They reside in the Wyoming, Michigan.

Client Relations Liaison

Danielle is a dedicated financial professional with a passion for helping individuals and families take control of their financial futures. Motivated by a desire to provide solutions for those who often struggle living paycheck to paycheck, Danielle chose to pursue a career in financial services to make a meaningful impact by guiding clients toward financial clarity, stability, and long-term success.

A native of Richland, Michigan, and a 2005 graduate of Gull Lake High School, Danielle brings both personal and professional experience to the work of serving clients with integrity and care.

Outside of the office, Danielle values time with family and enjoys daily walks in nature with two dogs at the Ott Biological Preserve in Battle Creek. While committed to excellence in the financial field, Danielle also believes in maintaining balance and perspective through personal well-being and family connections.

Advisor Associate

Jon developed an interest in finance during his college years at Calvin College, where he studied finance. He has always been fascinated by the management of money, but it wasn’t until five years ago that he officially entered the financial planning and advising field. Since then, he has enjoyed being part of the effort to help people achieve their financial goals and build a secure future.

A Grand Rapids, MI, native; Jon continues to reside there with his wife, Amanda, and their daughter Maya.

In his free time, Jon enjoys watching the latest and greatest TV shows with Amanda. A passionate sports fan, he closely follows Michigan football and basketball, as well as the Pistons and Lions. He also loves spending time outdoors, especially golfing in the summer.

Financial Advisor

John has always been passionate about creative problem-solving and finding innovative solutions. He discovered his niche in finance when he became a licensed Investment Advisor Representative. A firm believer in lifelong learning, he is continuously motivated to grow and improve in order to better serve others. At O’Neill Asset Management, he uses his diverse skill set to help clients achieve their financial goals and dreams.

Originally from Massachusetts, he moved to Michigan to attend Grand Valley State University. He now lives with his wife, Bree, and their two rescue cats.

In his free time, he enjoys reading, watching movies, and exercising. His favorite weekends are spent walking to the movie theater with Bree or heading to Frosty Boy for ice cream.

Financial Advisor

Joseph has always felt a strong calling to pursue a career centered around service. That passion has been fulfilled in his role at O’Neill Asset Management, where he has been part of the team since 2024. Joseph holds a degree in Finance from Hillsdale College and is a licensed Investment Advisor Representative. Through his position, he is able to combine a love for client service with the technical aspects of finance. Helping clients work toward their financial goals and being part of that journey with them is what brings him the greatest joy and fulfillment in his work.

Joseph resides in the rural beauty of Litchfield, MI with his wife, Tara. There they are surrounded by rolling fields, allowing them to fully enjoy the peaceful charm of Michigan’s countryside.

Joseph is also involved in the music and children’s ministries of his local church, finding it a meaningful way to serve outside of his professional life. In his spare time, he enjoys playing the acoustic guitar, diving into thought-provoking books, and enjoying a good show or board game with Tara.

Client Relations Associate

Before Steve entered the financial industry, Steve spent eight years in the furniture sales industry while also working his way up into a leadership role. This experience, combined with his passion for helping others, naturally led him into the financial services industry.

Steve strives to create a welcoming, educational experience for everyone he works with. 

Steve is married to Brandie and they have a beautiful daughter Oakleigh. 

Outside of work, Steve competes in kayak bass fishing tournaments around Michigan from the months of April-October.

Client Relations Associate

Before entering his position at OAM, Matt spent the past decade dedicated to international mission work, a journey that deeply shaped his heart for helping people. Driven by a genuine desire to serve others, he focuses on building deep, long-term relationships rooted in mutual trust. Matt carries this same relational focus into his role at OAM, striving to create a welcoming, educational experience where every client feels truly valued and supported for the long haul.

When he is not working, Matt enjoys life with his wife, Elise, and their two kids. Together, they love tackling home projects and spending time outdoors, whether they are camping, paddleboarding, or heading to the beach.

Advisor Assistant

With an Associate’s Degree in Business and an EMT license, Renae brings a unique blend of professional skills and personal experience. She expertly juggles the demands of her career with her responsibilities as a mother of 3, dog mom of 2 and a caregiver for her Grandmother. She is adept at multi-tasking, problem solving and providing compassionate support. She’s driven by a commitment to excellence and a passion for delivering top-notch customer service.

Outside of the office, Renae finds joy in the simple things: exploring the outdoors, diving into a good book, and experimenting with new recipes in the kitchen. She also loves to travel and cherishes spending time with her kids and Grandmother.

New Business Associate

Now returning to the business and finance sector, Jessica brings a strong blend of discipline and real-world experience to O’Neill Asset Management in her role as a New Business Associate. Outside of work, she enjoys spending time with her son and staying active through outdoor activities such as hiking and golfing, as well as working on puzzles.

Financial Advisor

Charlie has spent the past 7.5 years in the financial services industry and genuinely enjoys getting to know people and helping them make confident decisions about their financial future. A graduate of Western Michigan University, Charlie believes the best financial planning starts with listening, understanding what matters most, and building a relationship based on trust.

Outside the office, Charlie enjoys spending time with his wife Meghan and their two-year-old son Micah. Their miniature Bernedoodle, Oakley, is never far from the action. Charlie also enjoys smoking meats, playing volleyball, fishing, and making memories with his family.