Kristen O’Brien

Kristen began her financial services career in 2005. Prior to joining Mercer Advisors, she was a Wealth Specialist at BMO Wealth Management and a Financial Consultant with the Charles Schwab & Co. Branch Network. Curiosity and passion for problem-solving drive her success in assisting high-net-worth individuals and families who have complex wealth issues achieve their vision. Kristen also enjoys working with women in transition. In 2015, she founded a women’s group that provided a supportive environment for building knowledge, sharing experience, and gaining confidence to take control of one’s financial future. Kristen holds the FINRA Series 66. She lives with her partner in the Denver area, where they love to hike and travel as well as spend time with their families.