Helping you plan a bright future!
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
President & CEO
Angela is an Investment Advisor Representative of A-TEAM Financial Investments, LLC, a Registered Investment Advisor registered in Oklahoma and Texas. Ms. OKeefe has been in the financial industry since 2003 and opened her own practice in South Oklahoma City. Her passion in helping clients with their financial future is second to none.
Executive Vice President
Danita is an Investment Advisor Representative of A-TEAM Financial Investments, LLC, a Registered Investment Advisor in Oklahoma and Texas. Ms. Rose joined A-TEAM in 2022, with over 35 years of experience in the financial industry. She has spent her entire career helping individuals and businesses manage and build their financial futures.
Sarah has worked for A-TEAM Financial Investments as our "Director of First Impressions" since 2021. She leads all day-to-day client servicing and administrative tasks. Her attention to details make things easy and seamless for the advisors but most importantly our awesome clients.
A Registered Investment Advisory Firm with no minimum investment.
Not sure what to do with an old 401k? We can help.
Goal setting for your future retirement plans.
Individualized strategic Estate Planning.
Each client is equally important.
We have a vested interest as a fee-based Financial Advisors.
If you're doing well... so are we!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
10307 Greenbriar Parkway, Oklahoma City, Oklahoma 73159, United States
Monday - Thursday: 9am - 4pm
Friday: 9am to 3pm
Saturday - Sunday: By appointment