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.



Our advisors

Kevin W O'Keefe

CRPC

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, CLTC®

Private Wealth Advisor

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

Annie Bell

Registered Practice Associate

Insurance Specialist
Learn more about Annie Bell Visit Annie Bell's website


Our team

Morgan O'Keefe

Morgan O'Keefe

Client Service Specialist