A key member of NLG Wealth Management, Dan O’Keefe earned a B.S. degree in finance from the University of Rhode Island. He returned to his native Delmar, NY upon graduation and is active in the local community as a volunteer youth basketball coach. Dan has served on the parish council of St. Peter’s Armenian Church in Watervliet, NY. Dedicated to continued studies in the industry, Dan earned the Certified Financial Planner™ designation at Bryant and Stratton College. Dan’s practice is focused on assisting business owners with their unique needs for retirement, estate planning, and business continuity. Dan also works with young professionals to assist them in establishing a disciplined approach in working towards wealth accumulation and management. Dan helps his clients address a wide range of objectives including retirement, education, portfolio analysis, and wealth management strategies. Dan enjoys networking with business professionals, community service, sports and physical fitness.
For more information, please visit www.nlgwealthmanagement.com