About the Tim O'Brien Team
We are an advisory team dedicated to helping clients navigate their financial journeys both pre- and post-retirement, ensuring we stay on track with goals, risk, and time horizon. Not only do we provide advice, but we also make sure to educate our clients to help them understand the ever-changing landscapes of investment management and financial planning—all while finding solutions to their current needs. We take a holistic approach by reviewing client investments, taxes, and estate plans, and we deliver customized solutions, high-touch service, and long-lasting relationships.
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Advisory Team
Danny Frederickson
Vice President, Financial Advisor & Portfolio Manager
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.