Chartered Financial Consultant
 

Tom O’Brien

tom@queencityretirement.com
T: 513-794-5077
F: 513-794-1096

Tom has been the President of Queen City Retirement since 1993. He is extremely fortunate to have established great client relationships for more than 40 years. He credits good listening skills, empathy, and innovative solutions solutions as symbols of his loyal client appreciation. His professionalism, planning style and technical resources are supported by capable administration and a team of Advisory Specialists, enabling a unique client experience and full-service financial planning and consultation.

Professional Services
-Financial Planning
-Retirement Income Planning
-Tax Favored Wealth Accumulation Strategies*
-Qualified Retirement Planning
-Investment Advisory Services
-Consulting

* Tax and/or legal advice is not offered by Tom O’Brien

Education
-Taylor University
B.S. Education with Honors
-University of Cincinnati
Masters of Education
-Chartered Financial Consultant, American College, 2003
-FINRA Licensing: Series 6, 7, 22, 24, 63, 65

Civic and Charitable Affiliations
-Center Pointe Christian Church, Liberty Twp, OH
-Director, West Chester Tea Party
-Member, Butler County Republican Central Committee
-Past President, Pisgah Youth Organization

Highlights and Recognition’s
-Five Star Advisor, Cincinnati Magazine
-Branch Manager/Agency Compliance Officer, Park Avenue Securities
-Founding Partner, Harbour Financial Group

Professional Organization
-Member, Financial Planning Association
-Former Director, Cincinnati Association of Life Underwriters
-Past President, International Association for Financial Planning

Family
Tom and his wife Jackie celebrated their 40th wedding anniversary in 2016. They have lived in West Chester, Ohio for 35 years and are proud parents of three exceptional sons: Michael- married to Danielle, living in West Chester; Chris- engaged to Stacy, living in St. Thomas USVI; and Matt- still loving the single life in Nashville.

Hobbies
Away from his business, Tom enjoys playing golf, hunting & shooting sports, and testing great Bourbons with family and friends.

 

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242 (513) 794-6794. Investment Advisory services offered through ON Investment Management Company.