With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Patrick O'Brien

CRPC, CMFA®

Financial Advisor

Founder of The O'Brien Group
Learn more about Patrick O'Brien Visit Patrick O'Brien's website

Scott Stimson

Financial Advisor

Vice President of The O'Brien Group
Learn more about Scott Stimson Visit Scott Stimson's website

Matthew J Sondrini

AAMS®, CRPC

Financial Advisor

Learn more about Matthew J Sondrini Visit Matthew J Sondrini's website


Our team

Kelly Graves

Kelly Graves

Client Relationship Manager

Personal Intro

Kelly grew up in Sturbridge, MA and moved to Woodstock, CT10 years ago. She attended Becker College and received a bachelor’s degree in business management in 2001. Prior to working in the financial industry, Kellywas a Paralegal for 17 years and worked directly with clients daily. She lovestraveling and cheering on her two boys, Brayden and Tyler, during sportingevents with her husband, Barry, of almost 19 years.

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