Meet your financial specialists.

Eric O’Brien, CFP®

Financial Planner

Eric works with clients to provide a comprehensive understanding of their financial situation while advising them on how to best achieve their short-term and long-term financial goals.  He enjoys working in a team-based environment that is centered around acting in the best interest of the client.

Prior to joining SWP, Eric worked as a Financial Planner at BMO and Fifth Third Bank.  He started his career as an investment advisor at MB Financial and, ultimately, transitioned into a dedicated financial planner as his interests shifted towards helping clients across their entire financial picture.

Outside the office, Eric enjoys spending as much time as possible with his wife and two kids, as well as their family and friends, including trips up to the Northwoods of Wisconsin or their family lake house on Lake Carroll.  He also loves reading, especially on all things about history.


MBA, DePaul University Kellstadt Graduate School of Business
BA in Business Administration, Illinois Wesleyan University

Professional Designations


Office Location

Deerfield, IL


Financial Planning
How the Illinois State Estate Tax Works
In the world of financial planning, the federal estate tax tends to get a lot of press, but what often surprises some clients (and will impact more of them) is that states themselves also have their own estate or inheritance taxes. For clarity, an estate tax is levied and paid by the estate of the deceased, while an inheritance tax is paid by the heirs receiving the inherited property (with spouses generally exempt).
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Financial Planning
Taking a Closer Look at Roth Conversions
Roth conversions are a popular planning concept that we at SWP discuss and implement with clients on a regular basis.  What is it?  Why do clients do it?  And why might a client not do it? Before we begin, please note that the content below is meant for informational purposes only and should not be treated as tax advice.  Always consult with your tax advisor before implementing any Roth conversions.
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