Dennis J. O'Keefe
Dennis knew what he wanted to do with his life from junior year in high school. His desire to become a financial planner led him to a Finance degree from Bentley University.
For the last 30 years, he has worked with individuals preparing for retirement. He has taught thousands and held the hands of literally hundreds during the often-difficult process of retiring.
Dennis holds his CFP® designation and has been seen in publications such as The Boston Globe, Yahoo Finance and Business Insider.
He lives in Taunton with his wife Jennifer. When Dennis isn’t at work, he’s either freshwater fishing or in the kitchen. He loves to cook, roast, bake, grill and smoke. He has a recipe for just about any occasion.
These statements are from current clients and may not be representative of the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for these recognitions. Successful Money Strategies, Inc. is not aware of any material conflicts of interest between the clients and the firm.
Anna M. O’Keefe
Anna is the SMS office manager. If you need something fixed, she’s the one to see. She has an encyclopedic knowledge of getting-stuff-done.
Anna attended Bristol County Agricultural High School with a focus on Natural Resource Management. She spent 3 years working with endangered species of turtles, other native species to Bristol County, as well as a multitude of other creatures. She didn't come home with any endangered species, but she did come home with a Children’s python named Pretzel who she still has to this day. After high school, she attended UMass Dartmouth full time, and graduated with a bachelor’s in marketing.
When she isn't answering the phones, you can find Anna in a barn with her horse, Deona. She has been riding horses since she was 5 with a focus on dressage and continues to compete. She also holds a certification in Equine Massage and runs her own small business part-time.
Justyn Coriander
Justyn, studying for his CFP certification is the firm’s para-planner. It is his and Dennis’ desire for him to lead Successful Money Strategies at some point in the future.
Justyn served 6 years on Active Duty at Whiteman AFB, Missouri. While in Missouri he served as an Aircraft technician on the B-2 Spirit stealth bomber. He could tell you about it, but then he’d have to have you arrested.
He is most proud of the time he spent serving in the base honor guard. While serving for numerous parades, a Disneyworld flag ceremony and a NASCAR race were exciting, he is most proud to have served at over 100 funerals during his tenure.
Justyn has a Finance Degree UMass Dartmouth where he graduated cum laude. He lives in Westport with his wife Samantha, and family. He is an avid Fisherman in both fresh and saltwater.
