Allison O’Brien, CFP®

Associate Vice President

Allison O’Brien is an Associate Vice President with Hefren-Tillotson, Inc. 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. Allison works with individuals, families and business owners at every stage of their life to establish a well thought out financial plan suitable for their unique needs.

Within The Simon Group, Allison and Senior Vice President, Bradley Dishart, work as a team. Their combined experience in financial planning and investment management, along with Hefren-Tillotson’s extensive resources, allow them to offer the highest level of client service and expertise to a wide variety of clients.

Allison has been a member of the Hefren-Tillotson team since 2006. She is a CFP® practitioner, an Investment Advisor Representative, a Registered Representative, as well as a Licensed Agent for Life, Accident, and Health Insurance. Allison graduated from Grove City College with a B.S. in Finance.

Allison and her husband Matt reside in Cranberry Township with their children, Oliver and Molly. 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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