Our Team

Our Team

Kevin M. O’Brien

President

603-444-7035
603-616-7521
800-639-2076

Our founder, Kevin M. O’Brien has over 40 years of business experience in the financial services field. Self employed since 1975, Mr. O’Brien left New York City in 1980 for the unique quality of life offered here in New Hampshire. Kevin spent the first half of his career providing small business owners with advice on the design and implementation of employee benefit programs, as well as, providing business, pension and estate planning services. Kevin has spent the last 20 years as a trusted adviser to individuals and business owners transitioning into retirement, offering in depth retirement financial management services, bringing clarity to clients’ personal and business concerns by addressing their Legal, Investment, Tax and Insurance issues. Kevin has long felt that without addressing each of these areas, most any retirement planning efforts could easily fail.

William D. Bedor, CPA

603-444-7035
603-616-6503

Adding significant tax and accounting expertise is William D. Bedor, CPA.  Bill, a New Hampshire native, founded his CPA and consulting firm on Hilton Head Island, S.C., growing it, in just 10 years, to the largest local firm in that area. Mr. Bedor’s CPA firm focused on helping entrepreneurs overcome all types of challenges – from typical accounting and tax issues, to strategic planning, financial planning, human resources, and financing.

Bill sold his firm in order to move back to New Hampshire and take the role of General Partner and Director at the Mt. Washington Hotel, eventually helping to orchestrate its sale. Mr. Bedor is passionate about bringing his experience and expertise to our clients; helping them to succeed in business and meeting their personal financial and retirement goals.

Lisa G. Riendeau

Administrative Assistant

603-444-7035
Lisa joined Creative Financial Strategies, Inc. in the 1994 following her graduation from Southern New Hampshire University. Starting at an entry level position, Lisa learned and mastered all of the administrative duties involved in a multifaceted financial services business. Now approaching her 22nd anniversary with the firm, Lisa can assist all of our clients and prospective clients in almost any circumstance.

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