Keith started in financial services in 2011. He believes in providing comprehensive and holistic financial advice, recognizing that each client's situation is unique.
His exceptional commitment to his clients stems from his personal experience. Coming from a conservative educator father who transformed himself into an entrepreneur to support their family, Keith understands the challenges and aspirations of small business owners. He is driven to guide them towards financial success.
He was one of the few advisors who has obtained the designations of a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) within the first five years.
Keith's commitment to the industry extends beyond his clients. He has served as the director of the DE&I (Diversity, Equity, and Inclusion) committee for the Financial Planning Associations of Georgia, contributing to fostering inclusivity and accessibility in financial planning. He has also had the privilege of speaking at UGA's student financial planning association and participating in Diversitas events, which promote diversity in the wealth management industry among high school and university students.
Keith now lives in Peachtree Corners with his loving family, including his wife Emily and their two delightful children, 6-year-old Rian and 4-year-old Arin.
Keith graduated from the Smeal College of Business at Penn State.