Eric O' Brien

Eric O’Brien CFP®, AEP®, TPCP®

Wealth Manager

Eric is a Wealth Manager at Nadler, bringing more than 18 years of experience in financial planning and wealth management.  He began his career in 2008 as an Investment Advisor with MB Financial Bank before transitioning into dedicated financial planning roles with Fifth Third Bank, BMO, and Focus Partners Wealth.

Eric holds a BA from Illinois Wesleyan University and an MBA from DePaul University. He also holds the Certified Financial Planner (CFP®),  Accredited Estate Planner (AEP®), and Tax Planning Certified Professional (TPCP®) designations.

With a strong background in comprehensive financial planning, Eric works closely with clients to understand their unique goals, financial needs, and concerns. He brings a planning-focused approach to wealth management, helping clients navigate complex financial decisions and develop strategies designed around what matters most to them.

Eric lives in Libertyville, Illinois, with his wife and their two children. Outside of work, he enjoys spending as much time as possible with his family and friends and is an avid reader.