My primary goal is to help you develop an investment strategy geared toward your unique, long-term goals. Whether you need to save for a child’s college education or plan for retirement, I can help.
In 2009, I began my career as a financial advisor with Edward Jones after graduating from Albion College with a degree in economics and management. I have a passion for coaching and educating on all levels.
I married my wife, Kristin, in 2012 and we have three lovely energetic daughters, Fiona (7), Evelyn (5) and Amelia, who was just born in May! They are my motivation to deliver the quality service your family deserves.
My senior branch office administrator, Roberta Landess, and I are dedicated to providing you with the highest level of service possible and will partner together with you through your life to help keep you on track.
We look forward to earning the opportunity to partner with you to help you accomplish all of your financial goals.
Focus areas
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Golfing
- Personal Fitness
- Sports Enthusiast
- Fishing
- Spending Time with Family
Office Information
Phone Number
Kyle B O'Keefe at (734) 222-8125Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
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