Choice Wealth > Wealth Team
Dream O’Brien
Wealth Advisor
With Dream, you’ll have a dedicated advisor with several years of experience who provides straightforward advice, tailored recommendations, tax-efficient investing strategies, and guidance designed with the goal of growing and protecting your wealth.
More About DreamAreas of Focus
Financial Planning
How will you put the kids through college? What’s your vision for retirement? Any major purchases planned? I’ll listen to your needs and establish a plan that is right for you.
Retirement Planning
Many retirees are understandably concerned about their income. Together, we’ll develop a plan that’s sustainable and personalized for your specific needs.
Second Opinion
Feel confident in your strategy and receive insight into alternative approaches you may not have otherwise been aware.
Estate Planning
Thoughtful and intentional estate planning brings comfort to you and your loved ones. I approach the process with knowledge, sensitivity, and care.
Portfolio Management
As markets fluctuate and your needs evolve, I will be there to make adjustments to your portfolio. By keeping you and your goals in mind, I will assure your money is always working for you.
Life Insurance
Save, invest, and pass on wealth to the next generation. I will help you write a life insurance contract focused on your financial legacy goals.
More About Dream
I was lucky to grow up on a ranch in southwest North Dakota. My husband and I have 2 kids and 3 grandchildren. In the almost 30 years that I have worked in the financial services industry, I have helped people understand and be comfortable with their investments. I also like to remind clients that “wealth” isn’t just about money. Outside of work, I like being outside, gardening, and golfing. I love to read, make cookies with the grandkids, and watch football. I also like to travel and would love to hear what’s on your bucket list.
Kim O’Brien
Associate Wealth Advisor
Dickinson, ND
Christy Dupre
Client Services Associate
Dickinson, ND