Experience

Experience

• 28 years of experience in the financial services industry
• Tim started his career at EF Hutton in 1983, and joined PaineWebber Inc. in 1990
• Tim was the Branch Manager in South Burlington, Vermont branch in 1995 to 2001
• In 2008 Tim completed the firm's Wealth Advisor designation

Degree

• Bachelor of Science – Economics, University of Vermont
• Tim holds FINRA Series 7 and 66 securities licenses and is a licensed California insurance agent (License #: 0D30201)

Experience

• 16 years of experience in the insurance and financial service industry
• Stefanie started at Prudential Insurance in 1997 and joined PaineWebber Inc. in 1998
• In 2000 to 2003 she joined Smith Barney and then rejoined UBS Financial Services in 2003
• In 2013 Stefanie was authorized by the Certified Financial Planner Board of Standards
• (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks

Degree

• Master of Business Administration, Champlain College, Burlington, Vermont
• Bachelor of Arts – Professional Studies, focus in business, Johnson State College

Experience:

Jennifer joined the firm, formerly, PaineWebber in 1994.  She worked with Tim and his Branch Management until she left to raise her three boys.  She returned to the O'Brien Gretkowski Team in 2014.  She is a Senior Registered Sales Associate with 17 years experience in the Financial Services Industry.

Degree:

Bachelor of Arts - Business Administration 1998, Champlain College, Burlington, VT

Personal:

Played 2 years, Soccer and Softball at the Collegiate level.  She loves to play golf with her family.  She enjoys watching her boys play baseball, from Little League right up through the Collegiate Level.