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Allison O'Brien, CFP®

Associate Vice President

Allison O'Brien, CFP®

Associate Vice President

Location: North Hills
Phone: (724) 940-0990 x 1659

Allison O'Brien is an Associate Vice President with Hefren-Tillotson, Inc. She serves as a full-time advisor as a member of The Carlson Group. Allison specializes in helping clients become and remain financially independent through traditional and fee-based relationships. She appreciates the opportunity to engage personally with clients to advise them with the highest degree of service tailored to their specific needs. Allison considers ongoing communication with clients to be the key to a successful relationship.

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Allison has been a member of the Hefren-Tillotson team since 2006. She is a CFP® practitioner and a fully licensed Series 7 and 66 advisor. Allison graduated from Grove City College with a B.S. in Finance, where she was the Treasurer of the Gamma Chi Sorority and served as captain of the volleyball team her junior and senior year.

Allison is a native of the Pittsburgh area and resides in Cranberry Township with her husband and their lovable dog Jake. In her free time she enjoys being physically active and spending time with her family and friends. Allison is an active member in the community and enjoys sharing her passion for volleyball by coaching a teen volleyball team at the local YMCA.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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The Carlson Group

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.