About Us
40 Years of Commitment to Excellence
Successful Planning Produces Results
Who We Are
At MAPP, we understand that every financial journey is unique. That’s why we create customized plans tailored to your specific goals, ensuring you’re on the right path for a secure retirement. With a focus on principal protection, reliable income, and tax-efficient strategies, we offer solutions that give you peace of mind and confidence in your financial future.
Our approach is simple: We take the time to understand your needs, avoid unnecessary risk, and provide you with a clear, personalized roadmap. Whether rolling over your 401(k), securing tax-advantaged investments, or ensuring your wealth remains protected, MAPP helps you navigate retirement with certainty—no matter what the market brings.
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Our Mission
Our number one mission is to help individuals reach their desired, long-term financial goals with our personal finance advising services. At MAPP, we believe the relationship between you and your financial advisor is one of the most important aspects of successful investing.
Justin O'Keefe
CEO and Founder
Jules O'Keefe
President
Miles O'Keefe
Senior Vice President
Charles Rees
Chief Financial Officer
Savannah Taylor
Lead Advisor
Michelle Sparta
Director of Operations
