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Meet With Us

Tim O'Brien Team

1241 John Q Hammons Dr. Suite 100

Madison,

WI

53717

timobrien-info@wealthenhancement.com

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Meet with us

About the Tim O'Brien Team

We are an advisory team dedicated to helping clients navigate their financial journeys both pre- and post-retirement, ensuring we stay on track with goals, risk, and time horizon. Not only do we provide advice, but we also make sure to educate our clients to help them understand the ever-changing landscapes of investment management and financial planning—all while finding solutions to their current needs. We take a holistic approach by reviewing client investments, taxes, and estate plans, and we deliver customized solutions, high-touch service, and long-lasting relationships. 

Advisory Team

Tim O'Brien

CFA®

Senior Vice President, Financial Advisor

Madison - John Q Hammons Drive, WI

Tampa - East Jackson Street, FL

0058X00000FsbAbQAJ

Emma Mueller

CRPS®, CDFA®, AIF®, BFA

Vice President, Financial Advisor

Madison - John Q Hammons Drive, WI

0058X00000ErpQWQAZ

Danny Frederickson

Vice President, Financial Advisor & Portfolio Manager

Madison - John Q Hammons Drive, WI

0054M000004xiCLQAY

Brett Christensen

CFP®

Vice President, Financial Advisor

Madison - John Q Hammons Drive, WI

Resources from our team

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Blog

Roth IRAs vs. Roth Employer Plans

Adding a Roth account to your retirement plan can be a great money-saving strategy. The benefits of setting up a Roth IRA are well documented, but did you know that there are Roth versions of employer-sponsored 401(k), 403(b), and 457 retirement plans?
Brett Christensen CFP®

Team locations

Madison - John Q Hammons Drive, WI
1241 John Q Hammons Dr. Suite 100, Madison, Wisconsin, 53717
(608) 824-8600
details
Tampa - East Jackson Street, FL
401 East Jackson Street, Suite 3300, Tampa, Florida, 33602
(800) 492-1222
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.