Athenea O'bryan
About Athenea O'bryan
Athenea O'Bryan is a Senior Manager specializing in Tax and Estate Planning at IG Wealth Management, where she has worked since 2019. She holds a J.D. with a Tax Specialization from Michigan State University College of Law and has extensive experience in legal clinics and estate planning.
Work at IG Wealth Management
Athenea O'bryan has been serving as the Senior Manager of Tax and Estate Planning at IG Wealth Management since 2019. In this role, she focuses on providing comprehensive tax and estate planning services. Her responsibilities include addressing complex legal and tax issues while also considering family dynamics. O'bryan's approach emphasizes educating clients, ensuring they understand their options and the implications of their decisions.
Education and Expertise
O'bryan holds a Juris Doctor (J.D.) degree with a specialization in Tax from Michigan State University College of Law, where she studied from 2008 to 2010. Prior to that, she earned a Bachelor’s Degree in Psychology, Sociology, Legal Studies, and Criminology from the University of Waterloo, completing her studies from 2000 to 2004. Additionally, she obtained a Bachelor of Laws (LL.B.) from the University of Ottawa between 2006 and 2008.
Background
Before her current position, O'bryan worked as Legal Counsel and Chief Compliance Officer at MacMillan Estate Planning Corp. from 2014 to 2016. She also gained experience as a Clinician at the Michigan State University College of Law Low Income Tax Clinic from 2009 to 2010 and as a Student Clinician at the University of Ottawa Community Legal Clinic from 2007 to 2008. These roles contributed to her understanding of both legal and tax matters.
Achievements
O'bryan has demonstrated a commitment to client education, focusing on simplifying complex legal concepts into plain English. Her work involves assisting both mature clients and younger individuals in protecting their families through effective estate planning. She addresses both emotional family dynamics and technical legal issues, showcasing her comprehensive approach to tax and estate planning.