Our Team

Our diverse, educated and skilled team is committed to the success of our clients. We think we have some pretty awesome superpowers. We hope you will too!

For those of you who haven’t met us in person, we’d love the opportunity to meet you.

$Celicia Lloyd | O\'Brien Wealth Partners LLC$

Celicia Lloyd

Client Solutions Specialist

$Audrey Keohane | O\'Brien Wealth Partners LLC$

Audrey Keohane

CFP®, NSSA®

Associate Advisor

$Leah McCormack | O\'Brien Wealth Partners LLC$

Leah McCormack

CFP®, RICP®

Associate Advisor

$Joel Sciabarrasi | O\'Brien Wealth Partners LLC$

Joel Sciabarrasi

Technology & Operations Specialist

Dogs

$Jill Fopiano | O\'Brien Wealth Partners LLC$

Jill Fopiano

CFA, CFP®

President & CEO

$Lis Zimmerman | O\'Brien Wealth Partners LLC$

Lis Zimmerman

CFP®, CASL®, CRPC®

Managing Director

$Lauren Higgins | O\'Brien Wealth Partners LLC$

Lauren Higgins

CFP®, CIMA®

Senior Advisor

$Tim Pilczak | O\'Brien Wealth Partners LLC$

Tim Pilczak

CFP®, EA

Senior Advisor

O'Brien Children

$Austin Litvak | O\'Brien Wealth Partners LLC$

Austin Litvak

CFA, CFP®, CAIA®, CBE®

Director of Investment Research

$Jonathan Smith | O\'Brien Wealth Partners LLC$

Jonathan Smith

CIMA®

Research Associate

$Richard Davies | O\'Brien Wealth Partners LLC$

Richard Davies

CFP®, IACCP®

Partner, COO & CCO

$Qing Yang | O\'Brien Wealth Partners LLC$

Qing Yang

CFA

Senior Research Associate

$Addy Magee | O\'Brien Wealth Partners LLC$

Addy Magee

CFP®

Associate Advisor

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Countries Traveled