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Our Philosophy
Curating Wealth Through Integrity and Vision

Company Overview

Company Overview

Our firm is built on the belief that a financial relationship is a shared work of art. We prioritize integrity and sophisticated strategy in every interaction, acting as a dedicated peer to high-achieving professionals. Our firm is committed to being a reliable resource and guide, helping you navigate your financial landscape with the precision of an expert and the vision of a collaborator.

Our Creative Framework

We utilize a client-centric philosophy built upon three pillars to ensure we serve the distinct needs of our clients.

Integrity-Driven Service


Our service philosophy is rooted in trust and personalized guidance. We listen closely and think strategically, keeping your goals at the center of everything we do.

Holistic Perspective


We believe in a holistic approach to wealth management that goes beyond transactions. We aim to look at your entire financial life—career, family, and lifestyle—to build meaningful, tailored strategies and hedge against life's hazards.

Empowering Knowledge


Financial knowledge empowers individuals to make decisions that may impact their families for years to come. We are always listening and grateful to share our knowledge to help you take charge of your financial future.

The Lead Navigator

A dedicated financial professional with decades of experience, ready to help you compose your financial future.

About Maureen

About Maureen

Maureen O'Brien has been an independent LPL financial advisor for over twenty years. Before entering the financial services field, she practiced law in New York City, gaining experience in estate planning, trusts, real estate, and other areas. Her experience as an attorney enables her to provide her clients with unique insight that sets her apart from most financial advisors.

Maureen has a Bachelor of Arts degree from Nazareth College of Rochester and a Juris Doctor Law degree from The New York Law School. Maureen graduated magna cum laude from New York Law, and received awards for excellence in Constitutional Law, Real Estate Law and Trusts and Estates. She has taken additional course work covering mortgages, structured products, variable annuities, and qualified retirement plans, among others. She holds a general securities registration (Series 7) through LPL Financial and is an LPL Registered Principal.

Maureen brings a wealth of education, experience and good judgment to the table. She works very hard to make sure her clients' needs, goals and risk tolerance are fully understood, and that her advice and recommendations keep pace with her clients' changing circumstances. She is proud of the fact that her first clients, whom she started working with over twenty years ago, remain clients today.

Maureen is very active in community and civic affairs. She is a former member of board of directors of the Capitol Hill Chamber of Commerce and was awarded the Volunteer of the Year Award for initiating a breakfast program featuring elected officials. In her free time (of which she reports there is far too little), she enjoys travel, swimming, boating and dining out with family and friends.

Our Support Team

Catherine Kongstvedt

Client Care Specialist

(360) 918-9484

catherine.kongstvedt@lplfinancial.com

Catherine is a dedicated client service professional with seven years of experience in the financial services industry. She is passionate about creating a positive client experience and believes that exceptional service, clear...
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Rosemarie Toole

Rosemarie Toole brings a wealth of experience, professionalism, and heart to her role as Client Relations Associate and Administrative Assistant. Originally from New York, she earned dual degrees in Criminology and English Writing from...
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Your Legacy is Your Masterpiece. Let’s Frame It.

Success is not just about the numbers on a page; it is about the life you compose with them. If you are ready to work with a financial peer who understands the discipline of your craft and the complexity of your success, let’s begin a conversation.

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