Invest with Confidence
Helping you plan a bright future!
About Us
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A Proven Approach
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.
Why Us?
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.
Your A-TEAM
Angela R. OKeefe
Angela R. OKeefe
Angela R. OKeefe
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.
Danita Rose
Angela R. OKeefe
Angela R. OKeefe
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 Bryant
Angela R. OKeefe
Sarah Bryant
Administrative Assistant
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.