About Us
Strategic Planning for Your Future
Who We Are
At MAPP, we understand that every financial journey is unique. That’s why we create customized strategies tailored to your specific goals, helping you work toward your goals for a confident retirement. With a focus on strategies for principal protection, potential income, and tax-efficient methods, offer input designed to help you gain clarity for your financial future.
Our approach is simple: We take the time to understand your needs, manage potential risk, and provide you with a tailored roadmap. Whether rolling over your 401(k), identifying tax-advantaged opportunities, or seeking to help protect your wealth protected, MAPP helps you navigate retirement with confidence.
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Our Mission
Our primary one mission is to help individuals pursue their, long-term financial goals with our personal finance advising services. At MAPP, we strive to be your financial professional for one of the most important aspects of prudent 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
Gabby Bassett
SVP, Healthcare Division
Anthony Echang
Lead Financial Advisor, MAPP Wealth
