Keith is a financial planner but even more importantly he is a supporting storyteller. Every year an actor or actress is awarded the title 'Best Supporting Actor.' Keith is humble enough to know that he is not the main character in the story of his client's lives. He is happy to take on an unassuming advisory role, helping clients to tell the own story of their own lives.
Keith's primary goal is to help clients use their wealth toward purposes that are meaningful to them. No two clients are the same and Keith is proactive in helping clients take action with their financial planning needs before they are in crisis mode.
After serving in Christian ministry, Keith completed the education requirement for the CERTIFIED FINANCIAL PLANNER™ designation in 2018. He is also a CERTIFIED KINGDOM ADVISOR™ which is an association of Christian financial service professionals who are trained to bring biblical wisdom to their clients.
He is a regular speaker at a variety of Christian Business Partner Chapters, churches, and other nonreligious organizations.
He has clients across the country in CA, WV, NJ, PA, and NV.
