Tim O'Brien

My team’s mission is to build trusting relationships over time to help guide professionals in many different industries, and their families, toward their versions of financial security and financial freedom.

We believe financial planning is a process, not an event, and that there’s a difference between having done planning and having a plan. So, we take the time to really understand our clients, their current situation, and their future aspirations to create a comprehensive financial plan and take meaningful steps toward those goals. We also know these goals are likely to change over time. So, we build upon that foundation of trust to update and edit our clients' plans as they change to gain momentum toward true financial freedom.

My team being supported by Northwestern Mutual means that our clients receive the white-glove service level of a boutique wealth management firm, but with the institutional planning capabilities of an exclusive financial juggernaut.