Peak Financial Services

Kevin M. O'Brien, CFP^{®
FOUNDER & PRESIDENT}

Kevin M. O'Brien, CFP^®, a Registered Investment Adviser, and Founder and President of PEAK Financial Services, Inc., has helped hundreds of individuals and organizations reach their financial goals since 1986, when he first entered the financial services industry.

Kevin has been invited to speak at many business, civic, and non-profit organization's events. Kevin has been published in local newspapers, such as the Worcester Business Journal, and has written the foreword to “The Art of Investing Goals”. He is a Trustee for the Fallon Clinic Foundation, a Board Member of the Planned Giving Council of Central Massachusetts, a longtime member of the Worcester Estate & Business Planning Council, and the National Financial Planning Association. Kevin also volunteers on the Program Committee for the WPI Venture Forum.

Kevin received his Bachelor of Science in Business Administration from Merrimack College where he majored in Finance. He earned the Certified Financial Planner designation for The College for Financial Planning and is currently enrolled in The American College's Graduate Studies Program to obtain the Chartered Advisor to Philanthropy designation.

Kevin and his wife Ree have resided in Shrewsbury since 1991, and are raising two wonderful children, Kilian and Fallon.

Kevin enjoys sports, music, outdoor activities and cross training exercise.

Sean R. McCann, CFP^®, ChFC, CLU
CRPC^® Chartered Retirement Planning Counselor
CDFA^® Certified Divorce Financial Analyst

Sean is a CERTIFIED FINANCIAL PLANNER^™ professional, a Chartered Financial Consultant and a Chartered Life Underwriter with over 20 years experience in all aspects of financial planning. Sean has a BS degree in Business Administration and has secured FINRA Series 6, 7, 65, and 63 securities registrations as well as his Life & Health insurance licesnes. Sean is also an Investment Adviser Representative of Commonwealth Financial Network^®. Sean's specialty designations include Certified Divorce Financial Analyst (CDFA) and Chartered Retirement Planning Counselor (CRPC).

Sean started in the financial services industry in 1986. Although Sean enjoys helping his clients make smart financial decisions with their money, it is not the only thing that excites him. Sean has been a contributor and volunteer with numerous charitable organizations, especially those supporting cancer research. Sean also gives back to his community and is active in local sporting associations in which his daughters are involved. He also volunteers his time as chairman of his town's parks and recreation commission.

Sean, his wife Charlene, and two daughters Abbie and Kelly, are from Northborough.

Betty A. Coulter, Office Manager
Betty was born and raised in Northbridge, MA, and attended Northbridge High School. After graduating in 1966, she was employed at State Mutual and attended Dean Junior College in Franklin, MA, for business administration.
Betty later was employed in the banking profession and worked in many different regulating positions. After 17 years in the banking industry, she changed course of employment and has been with PEAK Financial Services, Inc., since October 1997.
During her spare time, Betty enjoys spending time with her family and especially the grandchildren, cooking and baking, billiards, and quilling.

Jill M. Curley, Office Administrator

Jill was raised in Marlborough, MA, and graduated from Assabet Valley Regional Vocational High School with a proficiency certificate in Health Assistance in 1985. In 1987 she became employed by National Grid in Westborough, MA. After 21 years in the utility industry, Jill changed her course of employment and joined PEAK Financial Services, Inc. in October 2008.

During her spare time, Jill enjoys spending time with family, friends, scrapbooking and card-making.