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.



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

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