Meet Kevin O’Brien, CFP, CHFC

Senior Financial Advisor                  Ameriprise Financial

The Story:

Someone once told me that no matter what kind of work you do, if you focus on customer service, you will be successful. Over the past 12 years, I’ve built my practice around that belief. I listen to what my client wants and add my expertise to the equation. That has made my practice a success.

How I Got Here:

When I graduated, my friends were given new cars. My parents gave me my first investment in stock. It didn’t make sense then; however as I played the stock market and watched them grow, I knew this is what I wanted to do!

What I Do For Fun:

In my free time, I can be found playing a round of golf with my buddies, playing tennis or on the rink reliving my college years playing ice hockey.

My Big Dream:
I live my dream everyday! My life is so gratifying as I am able to watch clients achieve financial success and live out their dreams. All the while, I share an amazing life with my wife, Sara and our two daughters.

What’s Next For Me:

My goal is to continue to grow my practice, by offering great financial planning advice and asset management to individuals and small business owners, while staying actively involved in my community.

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