For over 20 years, Keith has been in the financial services field monitoring financial markets for individuals and families while helping them manage risk and pursue their financial objectives. He is committed to providing uniquely focused wealth management and investment solutions designed around each individual client’s risk tolerance and personal goals.
Keith graduated with a degree in finance and did his own trading at an early age. He went on to manage client, business, and personal investment accounts as well as FOREX trading accounts involving global currency interactions and exchanges. His experience and success in those areas taught him the importance of capital preservation and careful management of individual risk. Keith currently holds both his Series 7 and Series 66 licenses and is an Investment Advisor Representative of Osaic
In addition to finance, Keith also spent 10 years in the banking and insurance industry managed $40+ million-dollar territories and was involved in all aspects of risk management, marketing and individual customer service. This role comprised of several states in the Midwest and East coast where he launched new territory expansions. Keith was the Assistant Vice President of Private Lending at one of the largest Indiana lenders and helped them grow to over $100 million.
Keith and his wife Annette were married in Hilton Head, South Carolina and currently live in Carmel, Indiana where they enjoy playing competitive tennis, pickleball, exercising, and entertaining 19 niece and nephews. Keith is family oriented and has enjoyed coaching baseball, basketball and tennis at all levels.
Lastly, Keith is a hard worker and always puts his clients’ needs first. He enjoys people and is a good listener and communicator in both business and personal relationships. Keith believes in spiritual leadership and strives to be known as an insightful and diligent advisor.