"I guide people toward their financial goals by providing personalized financial advice."
Keith believes you are entitled to personal, professional service from an advisor with a philosophy and style of doing business with which you are comfortable. He likes to begin each new relationship with a comprehensive review of your finances. The review process establishes a baseline of your current financial situation. Then, as you and Keith discuss your goals for the future and concerns about how your hard earned money should be invested, a strategy evolves to help you reach financial independence.
Keith has been in the banking and financial industry since 1991 in a variety of roles. He has been a financial services professional since 2000. Active in the community, Keith is a member of the Westphalia Lions Club, Bonnots Mill Knights of Columbus, Loose Creek Community Club, Immaculate Conception Finance Committee and School Foundation. He enjoys coaching youth baseball. He and wife Jill have three sons; Caleb, Nolan and Drew.