Tom O’Keefe was born and raised in Michigan and has lived in Michigan his entire life. Tom graduated from Michigan State University in 1988 and is an avid Spartan fan. Tom married his junior high school sweetheart in 1993 and has been happily married to Mary for over 23 years. Together they are the proud parents of two daughters, Elise and Christina, who both currently attend Michigan State University.

Tom O’Keefe has over 14 years in the financial services business and has represented many groups such as the American Medical Association, American Bar Association, American Nurses Association, Navy Federal Credit Union, Pentagon Federal Credit Union and state employees. He has been an invited guest speaker at conferences and retirement groups throughout the country and is very proud to be an approved Member of the National Ethics Association and the Better Business Bureau. Tom believes in simple, honest and direct advice.

Tom O’Keefe believes in safety first, reasonable rates of return and keeping planning very simple.