The O’Brien Team

  • Lauren K. O'Brien, CFP®, CPA Senior Vice President, Wealth Management
  • Stephen V. O'Brien, CRPC® Senior Vice President, Wealth Management

Why We Do It

Our family values are simple: Do the right thing.  Make a Difference.  We believe that, as individuals and as a team, our mission is to serve others with integrity and humility, and to make a positive impact with our efforts.  Each of us has one life – and one retirement – to live the way we wish; we serve at the pleasure of our clients to help them achieve their dreams.

Helping clients understand their financial goals, their financial position, and all the decisions in-between is what gets us out of bed every day – and keeps our clients in bed all night long.  How can we help you sleep through the night?

What We Do

Together, the O’Brien Team specializes in retirement planning, retirement income generation, investment management, and wealth transfer planning.  The team has collectively over 40 years of wealth management experience and the distinguished credentials of  Chartered Retirement Planning Counselorsm and CERTIFIED FINANCIAL PLANNER™. In both 2015 and 2016 Lauren was nominated by industry peers and selected for the Northern Virginia Magazine’s Top Financial Professionals for the categories of Insurance, Retirement and Investment Planning. Lauren was a “40 Under 40” honoree in 2017, a designation from the Alexandria Chamber of Commerce to recognize Alexandria’s emerging leaders. Both Lauren and Steve graduated from the University of Notre Dame; Steve went on to the University of Michigan for graduate school, and Lauren earned her Certified Public Accountant (CPA) designation in Illinois.

How We Do It

Broker Check

Keeping it in the family

If there is a gene that attracts individuals to the wealth management business, the O’Brien family certainly seems to have it.  Steve’s grandfather founded the brokerage firm of Doyle, O’Connor in the 1920s; his uncle, Bob Doyle, later served as president.  While his cousins joined the firm after college, Steve pursued his dreams of improving the coasts and rivers of this country as a water resources planner before finally feeling the tug of the wealth management business.

By this time, the family business no longer existed; so Steve instead joined a national firm in 1982 that eventually became Smith Barney.  After many years and changes at the large corporate setting, Steve sought out Lara, May & Associates (LMA), a regional firm that encourages advisors to think independently and put their clients’ interests first.  LMA embodies the independence, integrity and fiduciary standard that Steve insists for his clients.  The firm has access to the wealth management resources and robust financial planning tools to best serve his clients.

Our Team Principles

  • Clients’ interests first.
  • Think long term.
  • Pay for value.
  • Simple beats complicated.
  • Our money is no different.
  • Plan to live.

Similar to her father, Lauren felt the attraction of this industry after a first career in the public accounting arena.  Eager to make a greater impact in the lives of clients, Lauren returned from London to the DC area to embark in wealth management with Wells Fargo Advisors.  In 2013 Steve and Lauren agreed to partner together at LMA as a family financial advisory team to better serve multiple generations of their clients’ families.

Together, the O’Brien Team specializes in retirement planning, retirement income generation, investment management, and wealth transfer planning.  The team has collectively over 40 years of wealth management experience and the distinguished credentials of Chartered Retirement Planning CounselorSM and Certified Financial Planner™.  In both 2015 and 2016 Lauren was nominated by industry peers and selected for the Northern Virginia Magazine’s Top Financial Professionals for the categories of Insurance, Retirement and Investment Planning. Lauren was a “40 Under 40” honoree in 2017, a designation from the Alexandria Chamber of Commerce to recognize Alexandria’s emerging leaders. Both Lauren and Steve graduated from the University of Notre Dame; Steve went on to the University of Michigan for graduate school, and Lauren earned her Certified Public Accountant (CPA) designation in Illinois.

The team’s focus on family values continues outside of the office to community service.  Their involvement extends from leadership development within the Notre Dame Alumni Club of DC, to development of safe drinking water in poor communities around the globe through World Vision, to fundraising in local efforts of the Fellowship of Christian Athletes and The Campagna Center, to business advocacy and development at the Alexandria Chamber of Commerce.  Wherever the involvement, Steve and Lauren aim to serve and to make an impact.

Market & Economic Updates

2017 Q3 Shark Week

2017 Q2 Breaking Down the Bond Market - April 13, 2017

Q1 – Disciplined & Diversified – January 17, 2017

This communication is for information and educational purposes only and should not be regarded as an offer to sell or as a solicitation to buy a financial product or service. Any information provided has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decision. The commentary of the author does not represent the opinion or position of Lara, May & Associates, LLC (LMA) or its affiliates. LMA and its affiliates are not responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use.

Upcoming Client Events

  • Tackling Medicare – October 18, 2017.  Interested in coming?  Register here.

Past events

  • 2017 Kick Off Reception – January 25, 2017
  • CPA Luncheon on Tax-Advantaged Portfolios with CPE- May 18, 2016
  • Social Security Changes in 2016- March 2, 2016

Speaking Schedule

Our team is regularly asked to speak to large groups and organizations. Here is a list of the most recent speaking engagements. If your organization would like us to speak, please tell us more about your request here.

  • IMGE
  • Deloitte Consulting
  • Notre Dame Women Connect DC

Contact Us

Let’s get started!  Contact us by email or at (703) 761-3906 to set-up a complementary introductory appointment.

 

Team Details

Lauren O’Brien, CFP®, CPA
Senior Vice President, Wealth Management

Steve O’Brien, CRPC®
Senior Vice President, Wealth Management

Marie Gaetjens
Client Service Associate