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Kristin O’Keeffe Merrick

O'Keeffe Financial Partners Finance Ridgewood, NJ
About Kristin
After 15 years of working on Wall Street, I quit to do something that I was passionate about - to help people manage their money. I partnered with my awesome Dad and am building an extraordinary client base comprised mostly of professional women and their families. I liken myself as a "financial quarterback" to people who are wildly successful but need financial organization, advice, and resources. My job allows me to do meaningful and interesting work while giving me flexibility to raise my young boys - something that was not available to me before.

Perfection is the enemy of execution.

How many kids? Ages?

William Daniel, Male, 12.21.12
Charles Quinn, Male, 12.19.14

Interested In

Collaborating, Consulting, Friendship, Mentoring, Networking

Words you live by/quotes you love

Perfection is the enemy of execution.

Best advice you've ever been given

Care less about the outcome.

Personal Passions, Charities, Hobbies:

I recently created and now run a non-profit in my hometown. It is called the Ridgewood Newcomers. We are a community organization that welcomes new families to our adorable town. In addition, we raise money for local organizations like women's shelters, local schools and families who are going through difficult times. If anyone needs help starting a non-profit, I could be a resource.
I love fashion, vintage everything (but mostly jewelry), am a TV fanatic, a Pilates enthusiast, and an avid reader. I love the beach (Jersey Shore girl!), travel and sleep.
My boys are almost 5 and 3 and keep me running. My husband is a truly amazing partner and I am grateful for him every day.

What are your personal/brand goals for this year?

1) Learn how to meditate.
2) Be more present
1) I really need to up our social media game. Turns out, finance nerds aren't great at this!
2) Continue to grow my business through creative partnerships.

Name one thing that scares the shit out of you:

Clowns. I know that's not the answer you are looking for but I don't have any deep-seeded fears. Except for clowns.

What is one thing that would be game-changing for your business right now?

Someone to help me with my marketing!

If you could tell your 20 year old self one thing, what would it be?

Don't take yourself so seriously.
Stop shopping at Bebe.
Drink less. Travel more.
Save more money.

Why do you want to be a part of heymama?

heymama is the group I have been searching for! The world needs more platforms that inspire hard-working moms and provide resources and ways for women to connect.

xx Kristin O’Keeffe Merrick

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