About
Kevin has over three decades of experience helping individuals and organizations reach their financial goals. He founded Peak Financial Services in 1995, specializing in retirement and estate planning for both business owners and individuals. He and the rest of his team joined Wealth Enhancement in 2024.
As a respected voice in the financial community, Kevin has been invited to speak at many business, civic, and non-profit organization events and has been published in local and national news media, including the Worcester Business Journal, U.S. News, and The Street.com, among others. He served on several non-profit organizations’ boards and committees, such as the Board of Governors for the Tufts Medical Center in Boston, MA, Reliant Medical Group Foundation, Central MA Planned Giving Assoc., and the Worcester County Estate and Business Planning Council. He is also a Corporator for the Worcester Community Foundation and the YWCA of Worcester.
Away from work, Kevin and his wife, Ree, have resided in Shrewsbury, Massachusetts since 1991, raising two wonderful young adults, Kilian and Fallon. He enjoys sports, music, outdoor activities, and cross training exercise.
Education
- BS - Business Administration and Finance, Merrimack College
Resources from Kevin M. O'Brien
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