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Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

Doran "DJ" O'Brien

Relationship Manager
 

As part of our Relationship Management team, DJ works with our Advisors to provide new clients a smooth transition to the firm and supports the team to ensure our clients’ expectations are met. With a keen eye for detail and enthusiasm for cultivating relationships, DJ is passionate about helping clients achieve their goals.

Prior to joining Strategy Financial Group, DJ served as a branch office administrator for a national financial advisory firm working directly with new Financial Advisors to help expand their client service. Before that, he worked as an intern for a wealth management firm in St. Paul, MN.

Originally from the small town of Scandia, MN, DJ is a graduate of North Central University in Minneapolis, MN with a Bachelor’s Degree in Accounting & Finance. He now resides in North Phoenix with his wife, two huskies, and cat. A huge Minnesota sports fan, DJ enjoys hockey and football. He also likes to spend time outdoors, hiking, camping, hunting, and fishing.

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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