Angela O’Brien

Angela O’Brien – Relationship Manager

With a diverse professional background spanning banking, insurance, retail management, customer service, and early childhood education, Angela brings a wealth of experience and a people-focused approach to her role as a Relationship Manager.

Her career has always centered around supporting individuals and families, and she’s passionate about helping clients navigate their financial journeys with confidence and clarity. In her role, she’s proud to support and assist financial planners by building strong, trusting relationships with clients and ensuring their needs are met with care and attention. She especially enjoys the opportunity to interact with a wide variety of clients, offering personalized support tailored to their unique goals.

Outside of work, Angela loves spending quality time with her husband, children, and grandchildren. She is a fan of the outdoors and enjoy camping and outdoor activities that bring us all together.