(303) 954-8141
dana@gosummitwealth.com
About Us
Summit Wealth Strategies
Marketing & Technology Director
Dana O’Keefe
Dana O’Keefe has lived in Colorado for 25 years. She loves the Colorado sunshine and lifestyle. She retired in June 2021, after working 20 years as a Speech-Language Pathologist in the Cherry Creek School District. During COVID, Dana advanced her technology skills and visual techniques to provide services and support students with varying disabilities in an online format.
Prior to working as a speech-language pathologist, Dana received a degree in textile design and worked as a buyer in New York City. While she misses working with children, she is enjoying using her technology skills and creative design skills to market and support the Summit Wealth Strategies™ Team. Dana’s artistic eye for detail and perfectionism have been an asset to develop marketing tools, brand awareness and innovative marketing materials for Summit Wealth Strategies™.
When Dana is not working, she enjoys spending time with her husband, Shawn, and her three dogs, Zelda, Charlie and Bentley. While she loves being outdoors hiking in the Colorado sunshine, she also enjoys being at home and honing in on her creative energy and exploring new mediums.
She is currently spending her free time water coloring, but also uses her creativity to explore her love of textiles through knitting, crocheting, felting, sewing, and making jewelry.
A Dedicated Team of Financial Professionals
At Summit Wealth Strategies™, we take pride in being a boutique independent financial services firm. Our team focuses on delivering tax and investment strategies to our business and individual clients that have a notable impact. As an independent financial services firm, we provide complete objectivity and transparency. We pride ourselves on making real, meaningful changes in people’s lives and look forward to making a difference in yours.
The Retirement Summit Podcast
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