About Keith
Keith works closely with his clients to discover their personal and financial goals and objectives. With these goals identified, he creates and implements strategies that will help his clients achieve their life goals. Using a variety of wealth strategies—including investments, tax planning, risk management, and education planning—Keith enables his clients to achieve a sense of financial comfort and security. He strongly believes that the key ingredient to building and maintaining client relationships is trust. Keith’s clients trust that he is their advocate, and he works hard to gain and maintain that trust.
Keith is married and has five children and a dog. He spends much of his time attending all his kids’ various sporting events and other activities. Keith has coached football for 12 years, along with other sports, and has served as the president of the Walled Lake Braves youth football organization. Keith believes that coaching youth sports and working as a wealth advisor have many similarities. “Just like implementing a winning play on the field,” he explains, “I help our clients implement a winning strategy for achieving long-term success.”
Education and Professional Milestones
-Western Michigan University - bachelor’s degree in business administration
-Joined Focus Partners Wealth through the firm’s merger with Wasserman Wealth Management, which he joined in 2003
-Has been a CPA for more than 25 years
-Member of the American Institute of Certified Public Accountants and Michigan Association of CPAs
-Founding member of the BAM Advanced Advisor Forum
Keith works closely with his clients to discover their personal and financial goals and objectives. With these goals identified, he creates and implements strategies that will help his clients achieve their life goals. Using a variety of wealth strategies—including investments, tax planning, risk management, and education planning—Keith enables his clients to achieve a sense of financial comfort and security. He strongly believes that the key ingredient to building and maintaining client relationships is trust. Keith’s clients trust that he is their advocate, and he works hard to gain and maintain that trust.
Keith is married and has five children and a dog. He spends much of his time attending all his kids’ various sporting events and other activities. Keith has coached football for 12 years, along with other sports, and has served as the president of the Walled Lake Braves youth football organization. Keith believes that coaching youth sports and working as a wealth advisor have many similarities. “Just like implementing a winning play on the field,” he explains, “I help our clients implement a winning strategy for achieving long-term success.”
Education and Professional Milestones
-Western Michigan University - bachelor’s degree in business administration
-Joined Focus Partners Wealth through the firm’s merger with Wasserman Wealth Management, which he joined in 2003
-Has been a CPA for more than 25 years
-Member of the American Institute of Certified Public Accountants and Michigan Association of CPAs
-Founding member of the BAM Advanced Advisor Forum