Timothy A. O’Brien

When I first heard someone say that overnight success takes 15 years, a smile crossed my face, and I realized I’d actually proven this to be true with my own story. As I look back on close to 30 years of helping clients plan, create, and grow their lives and businesses, I’m glad I’ve always kept it about the journey and not just the destination.

As a kid, the idea of setting off into the unknown always motivated me. My tectonic shift took place in 1991 after 4 years of marriage and our first of three daughters when my wife Darlene and I agreed it was time for me to break away from the big machines and climb onto the tightrope of running my own practice. I truly wanted to create something worthy of a positive client experience.

Failure was never an option, and it was a long taxi down the runway, but I was intent on providing holistic services to our clients. By 1995, Darlene had joined the office, and we commenced an investment and insurance brokerage, providing entrepreneurs and their families a unique ability to enhance and enjoy their net worth. Packaged as The “Net Worth” CoachTM and based on the same principles of integrity and commitment that drive every interaction we have with our clients, we’re here now and for the future.

Since 2003 Turner Moore has been an integral part of our practice, which has afforded me yet another unique perspective on my professional life and the client experience.

Although I love what I do, my real passion is and always will be my kids — witness hundreds of kids’ hand-scribbled “appointments” for music, dance, team sport and school events in all of the day timers I’ve kept over the years.

In 2018, I joined our local Council of the Knights of Columbus, where I was in awe and was part of the massive charitable contribution this organization makes. Further, I joined two church choirs in which I sing Baritone – One in English. One Latin. One word: Elated.
A rolling stone gathers no moss. Neither do I, but one thing is for certain … I look forward to meeting you.

Sincerely,

T. A. O’Brien, BBE, CPA, CGA, CFP®