For more than 40 years, Kevin has been committed to helping people plan for their financial futures.  He actively listens and engages families so that together, they can determine the best solution for their unique situations.  He manages assets for individuals, trusts, and estates and can provide guidance for legacy planning strategies, retirement cash flow and growth.

In 1996, Kevin earned the education credential of CERTIFIED FINANCIAL PLANNER™ or CFP®.  Kevin also holds the professional Series 7, 31, 63 and 65. Kevin has been ranked as one of the Barron’s Top 1,200 Financial Advisors in the US for several years.  The Barron’s Top 1,200 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.  Kevin has also been named as a FORBES Best-In-State Wealth Advisor. The Forbes Best-In-State Wealth Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion. 

Kevin is a graduate of the Whittemore School of Business at the University of New Hampshire where he received his degree in Business Administration with a minor in Economics.  Kevin and his wife, Sandy, live in Portsmouth, New Hampshire, and have two grown children.  They enjoy spending time together on Cape Cod.  Kevin is a member of the Provincetown Art Association and Museum (PAAM) and is a passionate supporter of numerous organizations.

As a Financial Consultant, my goal is to help clients put their wealth to work in support of their life goals.  I work closely with our clients through the years to keep their investment strategies aligned with their goals and needs. I take a hands-on approach to financial advice and always welcome the chance to discuss their ideas, concerns and questions.  I believe sound advice and customized investment strategies allow clients to make informed decisions while addressing their financial goals.

I began my career at Fidelity Investments in 2001 before joining A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 2002.  Before entering the financial services industry, I earned my Business Administration degree with Finance Concentration from the University of New Hampshire in Durham, NH.  I hold the FINRA Series 7, 63 and 66 securities registrations as well as life insurance licenses.  My husband Greg and I enjoy living in New Hampshire with our two sons, Evan and Collin, whose school and athletic schedules keep us busy!   We are a snowboarding family in the winter and a lake-loving family in the summer.  We are grateful New Hampshire offers the best of both!

Dee is a Vice President - Senior Registered Client Associate of the O’Brien Wealth Management Group.  She joined A.G. Edwards & Sons, Inc. in 2003, a predecessor firm of Wells Fargo Advisors, and holds both the professional FINRA Series 7 and Series 66 securities registrations

With more than 22 years at the firm, Dee handles all aspects of operations.  She works closely with clients, updates investment plans, performs portfolio reviews and conducts various financial research.  Dee has a proven ability to educate clients on financial topics.  She has high standards and genuinely cares about the emotional and financial well-being of clients.

Dee lives in New Hampshire with her husband, David.  She has 2 grown sons and one “perfect” grandson.

As a dedicated Registered Client Associate with a strong focus on client service and operational excellence, I assist in providing comprehensive support to advisors and clients, ensuring smooth account management, accurate transaction processing, and strict adherence to regulatory standards. I work closely with our advisors to deliver a seamless experience for clients, providing timely and accurate support for account inquiries, documentation, and portfolio administration.

Originally from Westchester, NY I have called Seacoast NH home since 2017 where I attended the University of New Hampshire and earned my Business Administration degree with a concentration in Finance. I began my career at Fidelity Investments in Merrimack, NH earning my SIE, FINRA Series 7 and 63 licenses. I then gained my first years of Wealth Management experience at Merrill Lynch where I developed a deeper understanding of service expectations and financial products. I enjoy all the seasons that NH has to offer, snowboarding in the winter, visiting the beaches and lakes in the summer and hiking year round!