CO: 303-954-8141 x 104
MN: 763-316-0115
shawn@gosummitwealth.com
https://calendly.com/sgokeefe
About Us
Summit Wealth Strategies
Founder | Chief Wealth Advisor
Shawn G. O’Keefe
Shawn O’Keefe has 40 years of experience in the financial services industry. His work ethic and dedication have earned him several senior leadership positions with some of the largest financial companies in America, including a position as General Agent and Securities Principal in Colorado. In January 2014, he founded Summit Wealth Strategies™ as an independent financial firm, where he is a Chief Wealth Advisor and Managing Director. Shawn takes pride in his commitment to his clients.
Shawn is intently genuine in listening to his clients, providing independent wealth management and tax strategies, and supporting them in realizing their financial goals.
When Shawn is not working, he enjoys giving back to his community and spending quality time with his wife Dana, his grown boys Matthew and Spencer, and his dogs Zelda, Charlie and Bentley.
Shawn’s strong faith has instilled tolerance and acceptance of others and influenced him to be intentional in his daily actions. He is an active member of his church, including completing a four-year term as the Treasurer of the Church Council. He volunteers at the Covenant Cupboard Food Pantry and actively supports other charities. A born entrepreneur, Shawn learned the principles of integrity, dependability, and professionalism that continue to define his work and dedication to his clients.
Spotify: The Retirement Summit Podcast
Investment Advisor Representative: Summit Wealth Asset Management, LLC, a registered investment advisor.
Licenses: Series 66 Securities Registration, Life, Accident, Annuity, and Health
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
You’ve worked too hard to let a bad descent ruin your life savings. Stream past episodes & access the radio show’s complete audio library. Secure your path down the retirement mountain today!
