Meet The Legacy Leadership Team

George Chambers is a financial professional, strategist, mentor, and legacy-focused leader with nearly two decades of experience helping families bring greater clarity and coordination to their financial lives. As Co-Founder of Chambers O’Brien – Taxes, Retirement & Wealth Management, George takes a holistic, client-first approach to retirement income, investments, insurance, tax considerations, and legacy planning.

A U.S. Army Reserve veteran and former Military Police officer, George’s philosophy is rooted in service, preparation, and protecting what matters most. That philosophy inspired The Legacy Leadership Lab, an educational platform designed to help financial professionals confidently participate in legacy planning conversations, organize client information, and coordinate with appropriate attorney-led resources.

George does not provide legal advice or prepare legal documents. When legal services are needed, they are provided by appropriately licensed attorneys.

His guiding belief is simple:

Legacy Planning is the Purest Form of Love.

George Chambers

Founder of The Legacy Leadership Lab

Kevin O’Brien is a Investment Adviser Representative and Co-Founder of Chambers O’Brien – Taxes, Retirement & Wealth Management. Known for his disciplined and analytical approach, Kevin helps clients evaluate investment strategy, risk management, tax considerations, and long-term financial objectives within a coordinated planning framework.

Kevin believes effective financial planning is built through process, transparency, and thoughtful decision-making. His approach focuses on understanding each client’s individual circumstances and developing recommendations designed to support their broader financial goals.

As a key part of both Chambers O’Brien and The Legacy Leadership Lab, Kevin brings structure and financial perspective to the planning process while working collaboratively with other professionals when legal or tax advice is required.

His philosophy is simple: discipline over reaction, process over hype, and planning with purpose.

Kevin O'Brien

Co-Founder. Investment Adviser Representative.

Legal & Compliance Disclosure

The Legacy Leadership Lab is an educational and professional-development program for financial professionals. It is not a law firm and does not provide legal advice or legal services.

When a client engages a licensed attorney available through Estate Guru’s attorney-led platform, the attorney-client relationship exists solely between the client and the attorney or law firm providing legal services. The attorney maintains independent professional judgment and is solely responsible for legal advice, legal determinations, document recommendations, preparation, interpretation, and other matters constituting the practice of law.

Participating financial professionals do not act as attorneys, provide legal advice, determine which legal documents are appropriate, draft or modify legal documents, interpret legal documents, or direct or control an attorney’s legal judgment. They may provide general legacy-planning education, gather factual financial and asset information, and coordinate communication among the client and appropriate financial, tax, insurance, and legal professionals.

Clients remain free to select legal and tax professionals of their own choosing and are not required to use an attorney available through Estate Guru.

Legal services are not conditioned upon the purchase of financial or insurance products, and legal strategies or documents are not selected based upon such purchases. Any financial or insurance recommendation must be evaluated independently based upon the client’s circumstances and applicable licensing, suitability, best-interest, fiduciary, disclosure, and supervisory requirements.

Participation in The Legacy Leadership Lab does not create an attorney-client relationship with the Lab, and no legal, financial, tax, investment, insurance, or estate-planning outcome is promised or guaranteed.

Meet The Legacy Leadership Team

Legal & Compliance Disclosure

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