Kevin is the Managing Director - Investment Officer of the O’Brien Wealth Management Group of Wells Fargo Advisors.  Kevin, a CERTIFIED FINANCIAL PLANNER™ professional, helps individuals and families simplify the many complex aspects of wealth management. His goal is to help his clients reach their financial objectives and simplify their financial lives. 

Whether your objectives are to build, manage, preserve or transition your wealth to a future generation, he listens to your needs and creates a comprehensive wealth management plan to help you achieve your goals.

Kevin has been named by Barron’s to the Top 1200 Financial Advisors[1] for five years.  He has also been named to the Best-In-State Wealth Advisors by Forbes[2] every year since 2019. And since 2008, Kevin has been named to the Premier Advisors Program, a distinction held by a select group of Wells Fargo Advisors[3]. 

Kevin has been serving the needs of his clients since graduating from the University of New Hampshire in 1985.


[1] The Barron’s Top 1,200 Financial Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
[2] 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.
[3]The Premier Advisors Program is a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Dee is a Vice President and Senior Registered Client Associate of the O’Brien Wealth Management Group.  She joined the firm in 2003 and holds both the professional Series 7 and Series 66 securities registrations.  She has earned the firm’s Premier Client Associate distinction consecutively since 2010.   The Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by management for their consistent display of professionalism, integrity and core leadership values.

With more than 17 years at the firm and 13 years working with Kevin, 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.

Sarah joined the O’Brien Wealth Management Group in 2017 and serves as Registered Client Associate.  She is responsible for Envision® Plan updates and reviews, communications and serving in the role as liaison between our clients and financial advisors.  Prior to joining our team, Sarah spent most of her career in Education Finance where she handled relationship management, compliance risk, problem solving and community development.   She has also served on the Board of Directors of the Kittery Point Yacht Club, Seacoast Community School and the Nashua Children’s Home.

Sarah holds the professional Series 7 and Series 66 securities registrations.  She graduated from Radford University with majors in Political Science and Social Science and minors in Criminal Justice and History.  When not in the office, Sarah enjoys supporting her two children in their activities.  She considers herself a proud soccer, baseball and hockey mom.  In between carpools, practices and game schedules, she enjoys reading and walking her dog, Bella.  She and her husband, John, live with their two children in Portsmouth, NH.  Sarah is a native of Virginia.