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Amy L. O'Keefe

Amy L. O'Keefe

Wealth Advisor

Amy O’Keefe: Guiding Your Financial Journey

Amy O’Keefe, an accomplished financial advisor, embarked on her career in 2005 with Edward Jones Investments in Elmhurst, IL. Since then, she has honed her skills and deepened her understanding of financial planning. In 2012, Amy made a strategic move to LPL Financial in Plymouth, MN, where she founded Wealth Strategies—a testament to her commitment to helping clients pursue their financial aspirations.

Robust Strategies for Empowered Lives

Amy’s approach transcends mere investments. She crafts comprehensive financial roadmaps that empower clients to seize control of their financial destinies. Whether it’s short-term goals like buying a home or long-term dreams of retirement, Amy’s strategies align with each client’s distinct circumstances.

Holistic Planning: Beyond the Balance Sheet

Amy invests time in truly knowing her clients. She listens attentively, understanding their distinct needs, aspirations, and fears. Armed with this knowledge, she tailors personalized investment plans that integrate all facets of their financial lives. It’s not just about numbers; it’s about life goals.

Confidence Through Customization

Amy’s holistic process plans for clients to receive customized strategies. She doesn’t offer cookie-cutter advice; instead, she builds a financial foundation that instills confidence. Clients feel empowered to pursue their dreams, knowing they have a solid plan in place.

Maple Grove, Family, and Adventure

When Amy isn’t immersed in financial strategies, she enjoys life’s simple pleasures. She resides in Maple Grove with her husband, Patrick, and their daughter, Ella. Running, cabin retreats by Upper Gull Lake, Nordic and downhill skiing, and quality time with loved ones fill her free moments.

Preparing for Tomorrow

Amy recognizes that today’s financial decisions shape our future. As we age, our needs evolve. Amy’s mission is to guide clients through these transitions, striving for their money to work optimally for them. Whether it’s retirement planning, estate management, or investing, Amy’s expertise shines.

Ready for Financial Independence? Contact Amy Today

Don’t leave your financial future to chance. Reach out to Amy O’Keefe and embark on a journey toward financial independence. Let her expertise be your compass.