Claire O’Keefe – Chief Operating Officer

As our Chief Operating Officer, Claire is a problem solver who is passionate about creating genuine connections with our clients and advocating for them along the way. She joined the firm in 2016, after 12 years of experience in New York, and is responsible for providing leadership, management, and strategic vision for TLG.

A former teacher, Claire artfully provides our new and existing clients with options and education to ensure that they have a plan in place concerning their future. She collaborates directly with clients and their advisors to create financial strategies that provide personal and business protection—addressing common worries such as family well-being, estate taxes, long-term care, retirement, and business succession.

With an Irish upbringing and an outgoing personality, Claire believes in hard work, compassion, and practicing philanthropy. On the weekends you can find her outdoors—Seattle weather permitting, of course doing something active.

Education and Designations

Executive Finance M.B.A., Stony Brook University, New York

B.A., Education & English, Trinity College Carmarthen, Wales

FINRA Series 6 & 63 Securities License