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About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Meet Our Team
P. Kevin O’Brien
Managing Director - InvestmentsPIM Portfolio Manager
For more than 33 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. He is currently registered in 16 states. Kevin has been ranked in the Barron’s Top 1,200 Financial Advisors of the United States for multiple 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 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 in Florida, Stowe, Vermont and Cape Cod. Kevin is a member of the Provincetown Art Association and Museum (PAAM) and is a passionate supporter of numerous organizations.
Dorothy "Dee" Hunt
Senior Registered Client AssociateDee is a Vice President and Senior Registered Client Associate of the O’Brien Wealth Management Group. She joined A.G. Edwards & Sons, Inc. in 2003 and holds both the professional Series 7 and Series 66 securities registrations. She has earned the firm’s Distinguished Service Professional award consecutively since 2010. The Distinguished Service Professional recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
With more than 15 years at the firm and 10 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.
Dee is a member of the Board of Trustees for the Homeless Center for Strafford County. She also volunteers at the Center and other community organizations.
Dee was raised in Massachusetts and moved to New Hampshire in 1989. She lives in Rochester with her husband, David.
Sarah J. Pendleton
Client AssociateSarah joined the O’Brien Wealth Management Group in 2017 and serves as 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 Seacoast Community School and the Nashua Children’s Home.
Sarah holds the professional Series 7 license, and is working towards the Series 66. 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.