About
Keith
With 30 years of experience in the financial services industry, Keith is a dedicated financial planner and educator who takes an active role in helping clients grow, manage, and protect their wealth. He leads client webinars with a focus on transitioning clients into retirement, succession planning, and guiding clients through periods of transition. Keith believes that having a clear vision and purpose for retirement is just as important as the financial side of planning.
Keith has been married for 30 years and has two adult children, based in Arizona and Florida. Outside of work, Keith is an avid runner and a college football fan.
Education and Professional Milestones:
-Northwood University - bachelor’s degree in business
With 30 years of experience in the financial services industry, Keith is a dedicated financial planner and educator who takes an active role in helping clients grow, manage, and protect their wealth. He leads client webinars with a focus on transitioning clients into retirement, succession planning, and guiding clients through periods of transition. Keith believes that having a clear vision and purpose for retirement is just as important as the financial side of planning.
Keith has been married for 30 years and has two adult children, based in Arizona and Florida. Outside of work, Keith is an avid runner and a college football fan.
Education and Professional Milestones:
-Northwood University - bachelor’s degree in business