Stephen O'keefe

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

Joseph Isabelle is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with individuals and their families to create financial plans aimed at minimizing hidden risks in retirement. Joseph has extensive experience at Fidelity Investments, having served in various roles since 2001. His previous positions include PAS Financial Consultant, Investment Solutions Consultant, Portfolio Specialist, Client Management Representative, and Financial Representative. This diverse experience provides him with a comprehensive understanding of financial consulting and investment solutions.

John Darbyshire is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he is part of a team that focuses on delivering personalized service and building lifelong client relationships. The team assists families in creating comprehensive wealth planning strategies aimed at growing, preserving, and transferring wealth. John has been with Fidelity Investments since 2015, holding various roles including Financial Service Associate, High Net Worth Service Associate, High Net Worth Service Associate II, and currently as a Wealth Management Planning Consultant. His experience at Fidelity spans several years, providing him with a background in serving high net worth clients and wealth management planning.

Peter Anthony is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He began his career with Fidelity in 2004 and has held several roles within the company, including Financial Planning Consultant, Senior Investment Consultant, Investment Representative, and Financial Representative. His professional journey reflects extensive experience in financial consulting and investment advising. Peter holds insurance licenses in Arkansas and California, supporting his work in financial planning and investment services. He emphasizes a partnership approach with clients, focusing on active listening and understanding each individual's unique situation to develop tailored financial strategies. Outside of his professional responsibilities, Peter enjoys boating, fishing, hiking, fitness activities, and spending time with his family, often engaging in lake-related activities.