Patrick J. O’Brien, CFP®
Senior Partner
No financial decision is isolated. What is done to achieve one objective may adversely affect another-and when you are working with an estate plan, investment plan, insurance decision, or tax strategy. All decisions are linked.
As a CFP® professional, Pat is dedicated to character, integrity, and professionalism and has the experience and knowledge to help you realize your financial goals. Starting with an understanding of your financial situation and needs, he will develop strategies and recommendations that work to help you achieve your unique objectives.
Pat was appointed as senior vice president-investments at a predecessor firm of Wells Fargo Advisors in 2002 and has been helping clients pursue their financial goals since 1990. His areas of specialization include retirement planning and estate planning strategies. He holds FINRA Series 6, 7, 24, 63, and 65 securities registrations and applicable insurance licenses.
Away from work, Pat is very active in the volunteer community. He is president emeritus of Upstate N.Y. American Heart Association and a former Volunteer of the Year, and was a board member for 15 years.
Meghan D. O'Brien
Partner
Meghan recently graduated with a bachelor’s degree in Business Administration from the State University of New York at Plattsburgh. While there, she was the captain of the woman’s volleyball team and received the outstanding female student-athlete award from the school of business and economics. Meghan was very involved on campus and with clubs. She held the co-president position of the student athletic advisory committee for 3 years. When not working Meghan enjoys spending time on the lake and competing in beach and indoor volleyball. Meghan has been with PBJ for the past 4 years learning the basics and is looking forward to her new full-time position as a registered representative in training, currently undergoing her securities certifications.
Lisa M. Hoover
Client Relationship Manager
Lisa has more than 27 years of experience in the financial services industry, including 15 years with PBJ Wealth Management. As a client relationship manager, she oversees our team’s administrative and accounting operations and serves as a key point of contact with clients. Her experience and dedication to client satisfaction are evidenced by her attention to detail in servicing your financial needs. Lisa has a B.S. in accounting from LeMoyne College and holds her FINRA Series 6 securities registration and life insurance license. She is married and has two children and lives in Skaneateles, NY.