You Are the Reason We Do What We Do

From an early age, Dan O’Brien recognized the importance of planning for retirement. It was clear to him that the sooner one starts saving, the better off they will be. Understanding that many people need guidance in developing their retirement income strategies, Dan embraced his calling to serve others in this vital area.

Thirty years later, he finds fulfillment every day in helping retirees and pre-retirees navigate their financial futures. Dan values his long-term relationships with clients, treating them with the same care and respect he would offer his own family.

Outside of work, Dan enjoys spending quality time with his wife, Patricia, and their four children: Zachary, Lisa, Daniel, and Colton.

Dean Niewolny helps families utilize their time, talent, and treasure to best live out their God-given callings. Dean has extensive experience equipping high-capacity leaders and uses his generous heart to serve people well. Dean spent 23 years in executive roles with three of Wall Street’s largest financial firms, finishing his career in the financial sector as a market manager for Wells Fargo Advisors in Chicago, where he oversaw a $100M market.

In 2017, Dean authored his first book, “Trade Up: How to Go from Just Making Money to Making a Difference.” In it, Dean shares candidly about his personal transition into a second half of meaning and significance aided by learnings gained from the Halftime Institute across 20 years of helping marketplace leaders do the same.

Tim Wright brings a wealth of experience to our financial team, blending a strong corporate background with a deep passion for growth and community. After departing from his role as Regional Vice President at Enterprise Rent-A-Car in 2007, Tim transitioned to the financial sector as Chief Marketing Officer for a boutique firm. Over his 13 years there, Tim played a pivotal role in scaling the startup and spearheading efforts that successfully raised over $1.5 billion.

Tim’s expertise extends beyond the boardroom. He is dedicated to his family, including his wife, five children, and three grandchildren, and finds joy in his role as an avid pickleball player. As the founder of the Southlake Paddle Club, Tim champions both sportsmanship and community engagement. His dynamic career and personal passions reflect his commitment to making a meaningful impact both professionally and personally.