Kevin O'Brien author headshot

Kevin M. O’Brien

Founder and President, Peak Financial Services, Inc.

Kevin M. O’Brien is the Founder and President of Peak Financial Services, Inc. and the author of The Massachusetts Biotech Boom.


Kevin M. O’Brien, CFP®, AIF®, CAP®, is founder and president of Peak Financial Services, Inc. Since 1986 he has strived to help hundreds of individuals and organizations reach their financial goals. He has published articles in local and national news media, including the Worcester Business Journal, U.S. News & World Report, Investopedia, and

Kevin has sat on the board of governors for Tufts Medical Center and Reliant Medical Group Foundation, and is the past president of the Planned Giving Council of Central Massachusetts. A longtime member of the International Financial Planning Association, he is a corroborator for the Worcester Community Foundation and the YWCA of Worcester, Massachusetts. Kevin lives in Massachusetts with his wife, Ree, and has two adult children, Kilian and Fallon.

a guide for CEOs

The Massachusetts Biotech Boom

Keeping Your Wealth Intact

The biotech revolution in Massachusetts is about more than clearing away eyesores of decaying structures and replacing them with gleaming new buildings. It has been a tremendous generator of new companies, jobs, hope, and wealth. Biotech has helped to replace stagnant business models with dynamic new ones. In his book,…

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