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We have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet the Founder 

Amy is a passionate advocate for financial education. A natural problem solver, Amy designs creative strategies for clients who seek financial independence.

Amy O'Brien

Investment Advisor Representative

219-561-3161

amy.obrien@ceteraadvisors.com

Amy O’Brien is the owner and CEO of Life by Design Financial Services. Specializing in goals-based financial planning, particularly for women in transition, Amy is a passionate advocate for financial education. A natural problem solver, Amy designs creative strategies for clients who seek financial independence.

After graduating from Purdue University Calumet with a degree in political science, Amy began a career in finance, working as a licensed banker at Chase and later as a retail banker at 1 st Source Bank. Ten years later, she founded the firm, Life by Design—a step that aligned her career with her personal values of service and independence. Amy holds security registrations 6, 7, 63 and 66, as well as health and life insurance licenses.

Amy’s greatest satisfaction comes from seeing her clients gain financial security and hope. She inspires clients to believe in themselves and their dreams for establishing lasting change. She is her clients’ advocate, educator and partner. A lifelong learner, Amy understands the value of sound financial education in avoiding and correcting costly mistakes. She’s transformed her own financial circumstances, and she’s passionate about empowering others to do the same, breaking down complex financial topics in accessible ways.

Amy lives in Northwest Indiana, with her husband Nathan, her two young children, Molly and Greyson—and their two dogs. Her family is the heart of her life. On summer days, you’ll find her playing at the beach with her husband and children. In her off hours, Amy entertains others as the lead singer in her band, Vintage Postcard. She strongly believes in giving back: she supports community theater, and she belongs to Tri Kappa, a philanthropic group that provides much-needed resources for a local hospital and other organizations. She loves singing, reading, writing and hiking.

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