Jason O'Brien - Edward Jones

About Us

There are two primary questions that our office is enamored with, and those are ''What?'' and ''How?''. Our clients share with me their ''what's'' which are generally what their most desired goals and aspirations are. This also often encompasses what they most want to avoid in life as well. Then, our office partners with our clients to show them ''How'' to realize these goals and aspirations.

I graduated from Quincy University with a degree in finance and began working as a financial advisor for a firm out of Springfield, IL. This is where my passion for personal finance blossomed. I believe there is no other profession that allows someone to partner with individuals, families and businesses in such an impactful way and it is for that r