KC O'Keefe Bio Photo
KC O'Keefe Financial Assistant, RJFS Beaverton, OR

I have been with the credit union since 2003, and in the financial services industry for more than 30 years. In that time, I have met so many wonderful people, and I love that part of my job! Years ago, I wrote my own mission statement, and it is still true today. My purpose is to greet members, clients, and fellow employees with a smile, a willingness to help, and with each interaction, show a sincere interest in their financial matters by offering my help and support with their needs, issues, concerns, or resolution of a problem.

Kasha and I work extensively with clients of Nike, Intel and Danaher/Tektronix. I embrace being a service liaison who offers a concierge experience to our members, clients, and prospective clients. With each interaction, I think of how our services can make their financial life better, whether it’s offering advice on account aggregation, Everplans, Client Access, or just a note saying “I’m here for you!” One of the most rewarding parts of my role is that I have created wonderful working relationships and true friendships with our clients.

Outside of the office, I really love the great outdoors. I enjoy walking, kayaking, playing Pickleball, and spending time with my husband.

Qualifications: holds series 7 and 63 securities licenses