Erin O’Brien

Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client focused financial planning she couldn’t do as an employee of a traditional financial services company. She has over 20 years of experience in financial planning and tax preparation. When not working with clients, Erin can likely be found spending time with her grandsons, out on the golf course, or cheering on the Iron Pigs.

Memberships and Designations

• Certified Financial Planner
• Sports and Entertainment Accredited Wealth Management Advisor
• Enrolled Agent, admitted to practice before the Internal Revenue Service
• National Association of Personal Financial Advisors (NAPFA) registered member
• Member of the XY Planning Network