Daniel P. O’Brien

For Dan, sitting still is a discipline. Active and energetic, Dan takes a hands-on approach as a wealth advisor. He pours himself into his relationships with his clients. He loves the pace, the variety and the challenge and reward of working with a diverse clientele.

Dan serves on the Wealth Management team where he brings nearly 25 years of valuable experience. He works closely with clients in all aspects of investment management and financial planning with special emphasis on retirement planning and Social Security claiming strategies. He brings current and first-hand knowledge to that special group of clients focused on college planning and skillfully walks them through the cost-planning process.

Dan graduated with a Bachelor of Science from Eastern Illinois University and holds a Series 65 registered investment advisor license. He is an active member of the Batavia Chamber of Commerce and past member of the Batavia Youth Baseball Board.

Outside of work Dan spends as much time as he can with his very-large extended family and a vast circle of friends. His passion encompasses just about everything in his life: his marriage, new adventures, the outdoors, and his pursuit of goodness in all things.