O'Keefe, CFP®

Erik O’Keefe is a Vice President, Investments with Moors & Cabot’s Lockport, NY office. A veteran of more than 15 years in the financial services industry, Erik works with his clients to build and implement a sound financial plan that encompasses their investments, protection plan, retirement cash flow strategy, and legacy plan.

Erik is a Certified Financial Planner® and holds Certification for Long-Term Care. He is a graduate of Newfane High School and the University of Buffalo. He and his wife, Cris, reside in Lockport and are active members of Hartland Bible Church.