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R. Michael O'Brien, CFP®, CRPC®, CRPS®

R. Michael O'Brien, CFP®, CRPC®, CRPS®


Mike joined Lincoln Financial Advisors in 2001. For the previous 15 years he worked with Financial Resources Advisory Service and assisted clients in developing and managing financial resources through generation of extensive financial plans.

Currently, Mike’s objective is to help his clients design and live the life of their choice through the accumulation and conservation of their financial resources. He is responsible for assisting clients with the coordination and management of their financial resources through development of a comprehensive financial plan. Mike’s areas of expertise include retirement, investments, education funding, estate and business succession planning.

Mike graduated from Miami University in 1979 with a Bachelor of Arts in Political Science. In 1992, he completed the CFP® Professional Education Program from the College for Financial Planning. Mike earned the Chartered Retirement Planning Counselor designation in 2008, and the Chartered Retirement Plan Specialist in 2014.

Mike lives in Shawnee Hills with his wife of 33 years.

Mike's team members include:

Sam Chickerella, CFP®
Adam J. Pusateri, CFP®
Don R. Parkhill, JD*
Amanda Pennington
Brenda Agan
Robyn Beal