Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Maureen Obrien

202-525-8387

maureen.obrien@lpl.com

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...

Jen Neeley

Sr. Financial Planning Consultant, LPL Financial

In her role as a Sr. Financial Planning Consultant at LPL Financial, Jen supports Advisor DBA where she assists in developing and executing comprehensive financial plans. As a member of the LPL Financial Planning Group, Jen partners...

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...