Advisor profile


My approach

Kevin O'Brien - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kevin O'Brien - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science in Business Administration, North Dakota State University

Interests

My wife, Sara, and I have been married for 22 years. We reside in Suwanee, GA and have two wonderful daughters named Kaitlin and Mallory. In my spare time I love to play golf, tennis and ice hockey.

Community participation

I am passionate about being involved with the local Suwanees, GA organizations, especially those that focus on community and business development. Organizations I am currently involved with include:

  • Kiwanis Club of Suwanee
  • Graduate of Leadership Gwinnett 2011
  • North Gwinnett HS Lacrosse Board Member

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.