Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Timothy W. O'Brien

Senior Vice President - Wealth Management
Wealth Advisor
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802-863-8430

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Experience

  • 28 years of experience in the financial services industry
  • Tim started his career at EF Hutton in 1983, and joined PaineWebber Inc. in 1990
  • Tim was the Branch Manager in South Burlington, Vermont branch in 1995 to 2001
  • In 2008 Tim completed the firm's Wealth Advisor designation

Degree

  • Bachelor of Science – Economics, University of Vermont


Registered States:
AL, AZ, CA, CO, CT, DC, FL, IA, IL, KY, MA, ME, MI, MT, NC, NH, NJ, NY, OR, PA, SC, TN, TX, UT, VA, VT, WA, WY

Stefanie C. Gretkowski, CFP®

Senior Wealth Strategy Associate
Certified Divorce Financial Analyst (CDFA®)
802-863-8430

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Experience

  • 16 years of experience in the insurance and financial service industry
  • Stefanie started at Prudential Insurance in 1997 and joined PaineWebber Inc. in 1998
  • In 2000 to 2003 she joined Smith Barney and then rejoined UBS Financial Services in 2003
  • In 2013 Stefanie was authorized by the Certified Financial Planner Board of Standards
  • (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks

Degree

  • Master of Business Administration, Champlain College, Burlington, Vermont
  • Bachelor of Arts – Professional Studies, focus in business, Johnson State College

Professional Certification

  • CERTIFIED FINANCIAL PLANNER™


Registered States:
AZ, CA, CT, FL, IA, IN, MA, ME, MI, MT, NC, NH, NJ, NY, OR, SC, TX, VA, VT, WA