John O'Brien, CFP®

Senior Financial Planner

John O’Brien is passionate about solving complex financial problems and helping clients make informed, confident decisions. He finds deep fulfillment in guiding individuals and families toward their long-term goals while building lasting, trusted relationships.
John has a strong background in both financial advising and planning leadership. In previous roles, he split his time between advising clients on investments, retirement, taxes and risk management, and serving as Assistant Financial Planning Director. There, he created complex financial plans, led a team of plan coordinators and strived to ensure a seamless planning experience for clients.
John earned his bachelor's degree in finance from DePaul University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 securities license.
Outside of work, John enjoys spending quality time with his wife and daughter. He's an avid NFL fan—especially of the Chicago Bears—and also enjoys staying engaged with politics, current events and how they intersect with the markets.