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 over thirteen years ago and is a member of the Wealth Management Team, the Investment Committee, and a CERTIFED FINANCIAL PLANNER™ professional.

Kim earned a BS in economics and finance at Elmhurst University. Pre-pandemic, Kim was a volunteer tutor for Read to Learn, an adult literacy program in her community.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.