Erin O'Brien

President and Certified Financial Planner™

Erin has a special interest in working with women ages 50’s and beyond, in their “season of you:” 

“I find great satisfaction serving as a woman’s financial partner and go-to, building relationship and supporting her through all the ups and downs life and finances bring- whether it’s practical things like explaining a mortgage disclosure in plain English or filling out paperwork together; or the more soulful questions like where would she love to live at this stage of her life or how to balance helping her kids while keeping her future secure.  That’s the stuff that keeps me saying I have the best job in the world.”   

In her own season of you Erin enjoys live baseball, playing golf, and all things summer.  She proudly wears the title “Gramma” and lives with her partner Frank and their pups in a home she calls “Holiday House.”

Memberships & Designations

• Certified Financial Planner
• Sports and Entertainment Accredited Wealth Management Advisor
• Enrolled Agent, admitted to practice before the Internal Revenue Service
• National Association of Personal Financial Advisors registered member
• Member of the XY Planning Network