Kevin has over 20 years experience as a Financial Professional. His areas of experience include various matters related to investment issues; assisting clients with complex personal and wealth issues, trustee services, estate services, and estate planning.
He sees his relationship with clients as providing overall wealth services and believes in individualized personal service in a comprehensive and timely manner. Kevin stresses the importance of building solid client relationships and encourages involvement of all family members. He believes in the importance of client education and identifying each client's investment objective and risk tolerance. A client's current lifestyle and long-term goals are always a top priority.
Kevin earned his BBA in Finance from the University of Cincinnati. He has also attended classes at the University of Chicago, Graduate School of Business. He attends Continuing Education classes annually as required and necessary for his client's best interests.
His favorite leisure time activities include RVing, outdoor sports and gardening. Kevin's volunteer activities include Kiwanis, Exchange Club and numerous community based events. A native Cincinnatian, Kevin and his wife Barbara live in Anderson Township and have three adult children.
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| Kevin P. O'Brien |
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