About Us

Diana O'Keefe has been in the financial services industry since 2001.  Diana graduated with a bachelors degree in Accounting from Franklin University in Columbus, Ohio.  Diana moved to the North Florida area in 2003.  She resides in Saint Augustine Beach and she really enjoys living there. She has one son who is 23 years old and attends college while working at a local restaraunt.  Diana's first years in the financial services industry were spent selling life insurance and she has consistently been rated as a top selling agent in the country.  Feel free to request a no-obligation quote for life insurance from her. 

She has vast experience in the areas of using life insurance as a vehicle for estate planning, large life cases, and life insurance for the over-50 population.  Additionally, Diana has recently been rated as one of the top long term care insurance planning specialists in the country and is ready to help you customize a plan to fit your needs.

Diana also has a great deal of experience with fixed annuities and as an independent broker for the top annuity companies in the nation she can provide many options and customize an annuity to suit your needs and provide you with an indepth education as well.  Diana is very service oriented after the sale and she has a very high satisfaction rating with her clients.  Let Diana and her dream team design an annuity strategy that will fulfill your financial goals and objectives. 

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