O'Brien, Smith & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for James J O'Brien

James J O'Brien

CFP®

Financial Advisor

Managing Director
Visit James J O'Brien's website


Team

Tamika Pulling

Tamika Pulling

Client Service Associate,

Client Service Specialist

Qualifications

  • Assistant to Jim O'Brien

Roles & Responsibilities

  • Tamika moved to Ameriprise in 2016 from Met Life and joined the JL Davis team in 2021 providing superior support for Jim and the JL Davis Financial team.
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