Kevin O'Brien is in his 22nd year providing professional financial and consulting service to clients in the tri-state area and around the country. His areas of experience include assisting clients with complex personal and business wealth issues, trustee & estate services, and estate planning. His relationship with clients includes providing comprehensive wealth service and he believes in individualized personal service.Kevin stresses the importance of building solid client relationships and encourages involvement of all family members.
He believes in the importance of client education and identifying each client's investment objective and risk tolerance.A client's current lifestyle and long-term goals are always top priorities. Kevin earned his BBA in Finance from the University of Cincinnati and has attended classes at the University of Chicago, Graduate School of Business. He attends Continuing Education classes annually as required and necessary for his client's best interests. His favorite leisure time activities include RVing, outdoor sports and gardening.Kevin's volunteer activities include Kiwanis, Exchange Club, F&AM and numerous community based activities.A native Cincinnatian, Kevin and his wife Barbara live in Anderson Township and have three adult children.
