About
Schedula a Call
Dennis K. O'Brien
President and Founder
Dennis began his career journey working for top technology firms such as Bell Atlantic (now Verizon) and AT&T Labs. These experiences gave him the foundation and appreciation for how even the smallest details can be pieced together to form a comprehensive network. As a result, he desired to build a company to help clients realize their life goals. He focused on financial guidance that affects everyone and developed additional skills along the way.
Using his technology, managerial, financial and leadership skills, he has provided his assistance to families, non-profits and business. He developed varied skills that have financial functions at the core. The day-to-day business activities have had clients asking for these skills.
Mediation skills developed from families he worked with getting divorced. Tax preparation led to assist clients with college planning. Business partnership disputes causing stagnant growth in the business call upon his mediation skills to get the business past the challenges. Bookkeeping and leadership skills led to business planning and fractional CFO work. Non-profits called for strategy, board compliance, and program reviews.
To our work effort, the crossover of the skill set is undeniable related.
Beyond guiding clients, Dennis and the firm prioritize giving back to charities and the community through donations of their time, financial and operations expertise, and monetary gifts. Dennis serves on the Monmouth Board County of Directors of Catholic Charities, Diocese of Trenton, and has developed a Board governance program for the United Way. He also sits on the Education Committee of the Howell Board of Education, where he reviews student curriculum and enhances classroom materials.
Throughout his career, Dennis remains committed to his education and learning within the industry. He holds a master’s degree in Technology Management from the New York University Tandon School of Engineering (formally Polytechnic University) in New York, a master’s certificate in Project Management from Stevens Institute of Technology in New Jersey, in addition to a bachelor’s degree in Economics from Rutgers University.
Dennis is a member of several financial advisor and tax-oriented professional associations including:
Ed Slott’s Elite IRA Advisor Group
National Association of Enrolled Agents (NAEA)
National Association of Personal Financial Advisors (NAPFA)
National Association of Tax Professionals (NATP)
National Society of Tax Professionals (NSTP)
Education Leadership Experience
Seminar Development
- United Way of Monmouth County
Nonprofit Governance Seminar
- Brookdale Community College
Balanced Scorecard; Internet Marketing Tools for Nonprofits
- Burlington Community College
Internet Marketing Tools for Nonprofits
- Trenton Business Week
Small Business Retirement Plans: SEP, SIMPLE, 401K
- New Jersey Business and Industry Association (NJBIA)
Small Business Retirement Plans: SEP, SIMPLE, 401K Nonprofit Leadership and Philanthropy
Curriculum Development
- Howell Board of Education – Education Committee
Charitable Leadership Experience
Past and Present (In Alphabetical Order)
- Ancient Order of Hibernians, Freehold Township, NJ
Freehold, 2018
Belmar Treasurer, 2009 – 2018
- Catholic Charities, Trenton, NJ
Board of Directors, Monmouth County – 2006
Chair, 2006 – 2009
- Family and Children’s Service, Long Branch, NJ
Board of Directors, 2006 – 2010
Treasurer, 2007 – 2010
Policy and Procedures Committee, Finance Committee, Executive
Search Committee
- Farmingdale Chamber of Commerce
Member/Treasurer, 2011 – 2013
- Howell Chamber of Commerce
Member, 2008 – Present
Board of Directors, 2009
Treasurer, 2012
- Jersey Shore Chamber of Commerce
Member, 2008 – Present
Board of Directors, 2009 – 2017
Chair Positions: Expo Committee, Holiday Party Committee, Strategic Plan Committee
- St. Catherine of Siena Church, Farmingdale, NJ
Finance Chair, 2010 – 2012
- St. Vincent de Paul, Farmingdale, NJ
Member/Treasurer, 2006 – 2018
- United Way of Monmouth and Ocean Counties, Wall Township, NJ
Finance + Audit Committee, 2010 – Present
Awards
2016
Ancient Order of Hibernians (AOH)
Hibernian of the Year
2016
Jersey Shore Chamber of Commerce – Golden Osprey Award for Outstanding Chamber Service
2010
Irish Voice – Best Business
Leader of the Year
In The News
- U.S. News & World Report: Special Retirement Rules for Hurricane Sandy Victims, Investors can tap their retirement accounts to pay for storm damage, By Emily Brandon
- NJ.com: Study shows 43 percent of Americans have less than $10K saved for retirement, By Leslie Kwoh
- Asbury Park Press: Market reacts poorly to Obama, By Michael Diamond
- New Jersey Business: Surviving Shrinking Social Security Checks
- Asbury Park Press: Looking for Direction, By Michael L. Diamond
- InvestmentNews: Small family foundations grapple with losses, costs, By Lisa Shidler
- The Star-Ledger: N.J. brokers and advisers play operator, answering calls of distressed investors, By Judy
