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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
As a Wealth Strategist, Keenan serves as a technical resource within the Family Office Services team. Her primary focus is working to illustrate clients’ current estate plans to provide them with a clear picture of where they stand today and targeted strategies that can help them accomplish their future estate planning goals.
I take pride in illustrating the key components of a client’s current estate plan to provide an understanding of the foundation and the infrastructure to make enhancements to meet their long-term planning goals.
Prior to joining Oxford, Keenan worked in the legal, accounting and real estate fields. Her prior professional roles bring breadth and depth to her role as a Wealth Strategist.
Keenan earned her Bachelors of Arts degree in Economics and Legal Studies from Manhattanville College, where she graduated magna cum laude. She then earned her Juris Doctor from Indiana University’s Robert H. McKinney School of Law with a course emphasis in the fields of business and taxation in 2008. Keenan is admitted to practice law in the state of Indiana and is a member of the Indianapolis Bar Association.
Keenan has been an Indianapolis resident for over thirteen years. She enjoys traveling with her husband, spending time with her dog and participating in outdoor activities.