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THE TEAM AT LEGACY LEADERSHIP LAB

George Chambers is a strategist, mentor, and legacy leader who has spent nearly two decades helping families protect what they’ve built, control what they’ve earned, and pass on what truly matters. As Co-Founder of Chambers O’Brien – Taxes, Retirement & Wealth Management, George is known for his holistic, client-first approach that integrates retirement planning, tax strategy, estate design, income planning, and legacy protection into one clear, coordinated plan. He does not believe in fragmented advice—he believes in leadership, structure, and purpose-driven planning.


A U.S. Army Reserve veteran and former Military Police officer, George’s commitment to service, protection, and family runs deep. His life experiences and family roots have shaped a philosophy centered on clarity, confidence, and control—especially when it comes to legacy. That belief is the foundation behind The Legacy Leadership Lab, a training platform he built to change how advisors approach trusts, asset mastery, and estate planning. This is not theory. It is the system George uses every day in his own practice.


At his core, George is a husband, father, and builder of families. Everything he creates—professionally and personally—is designed to help people lead their families well, protect their assets, and leave something meaningful behind. He stands for leadership over transactions, structure over chaos, and legacy over leftovers.

George Chambers

Founder of The Legacy Leadership Lab

Kevin O’Brien is a disciplined financial strategist and Series 65 licensed fiduciary who brings structure, clarity, and intentional design to every plan he builds. As Co-Founder of Chambers O’Brien – Taxes, Retirement & Wealth Management, Kevin is known for his methodical approach to investment strategy, tax efficiency, and risk management. He believes that strong financial outcomes are not created by luck or trends—they are built through process, discipline, and intelligent decision-making.


Kevin’s strength lies in his ability to see the full financial picture and design strategies that work in real life, not just on paper. He is deeply committed to fiduciary responsibility, transparency, and putting client interests first—always. His planning style is deliberate, analytical, and highly structured, ensuring that every recommendation serves a specific purpose within the client’s broader financial framework.


Kevin is driven by precision, not promises. He does not chase headlines, hype, or shortcuts. He builds systems that endure. As a core pillar of both Chambers O’Brien and The Legacy Leadership Lab, Kevin’s role is to bring stability, strategy, and disciplined execution to every family and every advisor he serves. Where others see complexity, Kevin creates order. Where others see risk, Kevin builds structure. And where others react, Kevin plans.

Kevin O'Brien

Co-Founder. Fiduciary Strategist. Precision Planner.

Our Partners

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  • Financial Independence Group
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