Kimberly O’Brien, CFP^®

WEALTH ADVISOR

When asked about her work, Kim refers to herself as a financial GPS. She appreciates the opportunity to offer knowledge and guidance that empowers her clients on their financial path. Kim’s strategy to building client relationships begins with developing four cornerstones – understanding, stability, flexibility, and support. The essence of her partnership with clients comes from learning about their life experiences and future goals to better serve their financial plan.

Kim joined HT|TC Wealth Partners in 2008 and is a member of the Wealth Management Team, the Investment Committee, and a CERTIFIED FINANCIAL PLANNER^® professional. She is a regular contributor to HT|TC’s A Time to Talk^™ series.

Kim earned a BS in economics and finance at Elmhurst University. She has volunteered in the past as a tutor for Read to Learn, an adult literacy program. Kim currently is a volunteer mentor with Bridge Communities, an organization that works in transforming the lives of families facing homelessness.

Outside of work, you might find Kim flying to the west coast to spend time with her family and always making time for exploring the outdoors.