Denise O’Brien, FPQP®, AAMS®

Client Service Associate

denise obrien

Denise began at our firm in 2006 following a move to Portage. She became credentialed through the College of Financial Planning as a Financial Paraplanner Qualified Professional and Accredited Asset Management Specialist.

Denise is our Director of Operations and the glue that keeps us all together! Along with her husband Dennis, they enjoy spending time with their daughters and grandchildren. Denise also enjoys cooking, gardening and is actively involved with her church through playing the piano and church dinners.