We look forward to building a plan together, to help achieve your financial goals and dreams, while creating life-long relationships and providing unprecedented services.

 

Our Mission

As a busy professional, Marie understands financial planning is not at the front of everyone’s mind. Life can be hectic: careers, family, friends and hobbies often leave little time to address some of life's most important needs, like creating a solid financial plan. Marie strives to do more than determine a planning solution. Together, we will craft a plan that efficiently and effectively helps you reach your financial goals and protect what's most important to you. We will create a plan that balances your short-term needs with your long term goals, because this is your life to live and your dreams to create.

Marie Okeefe

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.