J. Patrick O’Brien, CFP®, CTFA
Pat specializes in providing comprehensive wealth management for families and planning for irrevocable trusts and charitable giving. Emphasizing a high level of communication and concierge service, Pat works to create plans that will positively impact the course and trajectory of where a client’s finances can take them.
“Our clients are busy, intelligent people. They are busy raising and guiding their families, businesses, and careers. Our job is to understand their complex situations, provide them with sophisticated options, and help them effectively make decisions.”
Beginning in the financial services industry in 2005, Pat is the recipient of the 5-Star Wealth Manager award, Small Business Monthly 2015 Top 100 People to Know, and currently holds the CFP® designation from the Certified Financial Planner Board of Standards and the Certified Trust and Financial Advisor designation from the American Bankers Association. Pat is also an inaugural member of the Philanthropic Institute for Professional Advisors (PIPA), an organization providing tools to professional advisors to increase their effectiveness in communicating with clients about charitable giving.
Pat graduated from University of Missouri-Columbia in 2005 with a BSBA in Finance and Banking and a Minor in Mathematics. He volunteers with the CFP® Scholarship Review Panel interviewing potential scholarship candidates. Pat and his wife Claire live in Brentwood, MO and he is an avid golf and squash player.
Disclosure: Pat is the recipient of the 5-Star Wealth Manager award. The Five Star Wealth Manager program surveys more than 65,000 high net-worth households and all FINRA registered representatives in the St. Louis area and asks them to evaluate those wealth managers whom they know through their own personal experience. Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Small Business Monthly 100 People to Know does not publish a formal selection criteria. Upon information and belief, parties are nominated by readers and editorial staff selects the winners. Krilogy and its advisors did not provide any compensation or agree to purchase anything as a result of selection.