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.
Allison has been a member of the Hefren-Tillotson team since 2006. She is a CFP® practitioner and holds her Series 7, 63, and 66 licenses as well as Life, Health, and Accident Insurance. Allison graduated from Grove City College with a B.S. in Finance.
Allison and her husband Matt reside in Cranberry Township with their son, Oliver. 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.
