Compassionate Service

Lori attended Purdue University for computer science and has lived in Omaha, Nebraska for 30 years. After raising and homeschooling her seven children, she built a career helping hundreds of families with their healthcare, financial, and retirement needs. Known for her compassion and ability to simplify complex topics, Lori makes estate planning approachable and meaningful. She continues to homeschool, is a proud grandmother, and enjoys staying active with pickleball.

~ Lori O'Keefe

Meet Your Expert

Lori O'Keefe

Asset Protector, Associate Estate Planner, Licensed Insurance Agent

Lori O’Keefe attended Purdue University, earning a degree in computer science, and has lived in Omaha, Nebraska, for the past 30 years. She is a devoted mother of seven, a homeschool advocate, and a proud grandmother.

With extensive experience helping families navigate healthcare, financial, and retirement planning, Lori combines expertise with a client-focused approach. She is known for making complex topics clear and approachable, guiding clients through estate planning and asset protection with precision, care, and professionalism.