Ian O’Brien

Education Specialist // Wealth Management

Ian O’Brien
“I have always wanted to help people in my career and I feel this job allows me to do just that—helping people with something as crucial as their financial future.”
// CONTACT: 952.563.6952
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Ian has positively impacted many lives as an educator. He started his career teaching in the St. Paul Public Schools and has transitioned his teaching duties to the private sector, where he educates employees on a variety of topics including saving for retirement, investing and general financial wellness.

In his day-to-day duties, Ian designs and distributes custom communications including flyers, videos, in-person seminars and webinars as well as one-on-one financial consultations for the firm’s 401(k) and retirement plan clients.

Ian earned his bachelor’s degree in English from Cornell College and his master’s degree in teaching from Hamline University and holds a Series 65 securities license.

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