Shawn has nearly 40 years’ experience in the financial services industry. He is the Managing Director and a Sr. Wealth Advisor who has held several Sr. Leadership positions with some of the largest financial companies in America. In January 2014, Shawn founded Summit Wealth Strategies, LLC an Independent financial firm with offices located in The Forum at Cherry Creek. ..
Summit Wealth Strategies. LLC is Where Tax Strategies meet Wealth Planning. SWS has access to institutional investment offerings, advisory services, insurance products and annuities from over 60 industry leading financial companies. Summit is a boutique financial firm that has no ties to any proprietary life Insurance or investment company product offerings. Being independent, allows us to provide complete objectivity and transparency for our individual and business clients.
When Shawn Is not working, he enjoys spending time with his wife Dana, his children Matthew and Spencer and his dogs Sammy, Zelda, and Lucy. He has lived in Colorado for the last two decades and loves spending time outdoors in the mountains hiking, skiing or on the lake boating. Shawn is the Treasurer of his Church and an active member of his Church community. Shawn enjoys volunteering with a number of charities in the Denver area.
Shawn G. O’Keefe is a CO licensed Investment Advisor Representative (IAR) and SEC registered investment Advisor.
CRD# 2494631.Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser.