I help my clients create their ideal financial life: now, into and through retirement. Whether they want to make a career change, send children to college, enjoy a work-optional lifestyle or prepare for life’s unexpected twists and turns, I work closely with my clients to develop a customized strategy to help them achieve their financial goals. In order to better serve my clients, I earned the Accredited Asset Management Specialist™ (AAMS®) professional designation*.
I employ an established and personalized 5-step process to help build investment portfolios and assess risk according to each client’s tolerance level. Investing can sometimes feel complicated and overwhelming, so I provide easy-to-understand answers to questions in a comfortable environment.
Edward Jones has recognized me for my outstanding performance and commitment to helping my clients succeed. I received the Ted Jones Prospecting Award in 2015; the Eagle Award for Exceeding Expectations in 2017 and 2018; the Sr. Founders Achievement Award in 2018; the Century Award in 2018; and the “TNT” Client Development Award in 2018. I am proud to serve as a level leader, coaching newer financial advisors in my region.
Outside the office, I make the most out of living in the beautiful Madison, WI area: hunting, playing golf, hockey and water sports. As a Lions Club member, I have the opportunity to support and give back to my community. I am enjoying my new role as a father to our daughter, Penelope, and spending time with my wife, Lauren, who is also a financial advisor with Edward Jones!
I believe that working hard and doing what you love will bring you great joy and fulfilment, and I’m honored to live that philosophy as a financial advisor with Edward Jones.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My Personal Interests
Office Address2810 Crossroads Dr Suite 3300
Madison, WI 53718
Phone NumberDavid O'Brien at (608) 630-8550
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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