Siobhan O'Hara, CRPC® is a Wealth Relationship Manager dedicated to helping clients build financial confidence through personalized guidance and long-term relationship management. She works closely with individuals and families to understand their goals, navigate important financial decisions, and develop strategies that support their long-term financial well-being.

Drawing on nearly 20 years of experience across banking and wealth management, Siobhan brings a broad perspective shaped by leadership roles in wealth management, compliance, and risk management. Her diverse background enhances her ability to guide clients through complex financial decisions with clarity and confidence.

Siobhan holds a Bachelor's degree in Economics from Bridgewater State University, a Master's degree in Business Ethics and Compliance from Cambridge College, and the Chartered Retirement Planning Counselor™ (CRPC®) designation.