XML Financial Group
XML Financial Group is an independent financial services and wealth management firm with offices in Virginia, Maryland, Pennsylvania, and Colorado. XML passionately strives to deliver a first-class experience in traditional investment management, retirement planning, financial planning, estate planning, philanthropic planning, tax planning, and comprehensive insurance planning.
About Lauren O’Brien, CFP®, RICP®, CPA, Senior Wealth Advisor at XML Financial Group
Lauren joined an XML legacy firm in 2013, creating The O’Brien Team with her father until he happily retired five years later. She specializes in retirement planning, retirement income generation, wealth transfer planning, and investment management. She maintains the credentials of a CERTIFIED FINANCIAL PLANNER™ professional and Retired Income Certified Professional®. She remains active with the Financial Planning & Wealth Management advisory board at George Mason University.
Prior to embarking into wealth management, Lauren worked in client service as a CPA after graduating Summa Cum Laude from the University of Notre Dame. Her motto is “life is not a dress rehearsal,” and that outlook helped motivate her to move to London in 2008 where she thrived in a global setting.
Returning to the U.S. after London, Lauren is a proud resident in Old Town. She immediately became engaged in the local community, active with The Campagna Center in both the Junior Friends and the Finance Committee of the Board. She served the Board of Directors for the Alexandria Chamber of Commerce, chairing its Professional Women’s Network under which she launched its now annual Women’s Leadership Forum. And most recently she founded Alexandria’s first exclusively community-focused TEDx program and led conferences in both 2019 and 2021.
An avid traveler, Lauren has visited all continents except Antarctica and recently completed her quest to visit all 50 states! She loves to cook, attend wine tastings, and can be frequently found at events around Alexandria.
www.xmlfg.com | Direct: 703-761-3902 | Main: 301-770-5234 | 277 S Washington Street, Suite 210, Alexandria VA 22314
lobrien@xmlfg.com | FINRA BrokerCheck
Disclosure: Investment advisory services offered through XML Financial Group; Securities offered through XML Securities, LLC, member FINRA/SIPC.