Chris O’Brien

Chris has been working with families and business owners for over 37 years, serving his clients in the areas of investment and retirement income strategies and insurance solutions. Chris began his career in a family-owned insurance agency in Canton, MA, moving to a position with an industry-leading insurance carrier in 1985, where he provided clients with individual insurance and investment advice. He then spent more than 30 years in regional bank investment programs in Southeastern Massachusetts and Cape Cod. Chris holds the Series 6 and 63 registrations and life, accident and health insurance licenses. Chris resides in Mashpee MA with his wife, MaryKate, and enjoys golf, travel and studying local history.