Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Kevin W O'Keefe

Private Wealth Advisor

Managing Director
Learn more about Kevin W O'Keefe Visit Kevin W O'Keefe's website

Scott Rethke

Financial Advisor

Managing Director
Learn more about Scott Rethke Visit Scott Rethke's website

Thomas W Drouin

CFP®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Thomas W Drouin Visit Thomas W Drouin's website

Annie Bell

APMA®

Registered Practice Associate

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Annie Bell Visit Annie Bell's website

Felix Johnson

APMA®

Financial Advisor

Learn more about Felix Johnson Visit Felix Johnson's website


Our team

Morgan O'Keefe

Morgan O'Keefe

Client Service Associate