Since 2000, Keith has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions. His passion is in serving his clients to create comprehensive financial strategies that produce long term results. Throughout the process, the emphasis is on creating lasting relationships based on trust and open communication.
Keith takes a comprehensive approach on retirement planning that not only includes a return on investment. There is also a focus on the potential to significantly reduce taxes, protecting your family and assets, creating more spendable income at retirement and putting the client in the best position to leave a legacy to those that they care most about. He can work to coordinate your investment, insurance, and real estate portfolios, as well as manage your cash flow.
Keith earned his B.S from Radford University in 1996. He also successfully completed the requirements to become a Chartered Financial Consultant and a Chartered Life Underwriter from the American College. Keith lives in Charlotte, NC with his wife Stephanie and their children Alex and Avery. In his spare time he enjoy exercising, traveling, and playing golf.
Keith is licensed to sell insurance in the following states: CA,FL,GA,KS,MO,NC,NY,OH,SC,VA
California License # 0G13915
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian. CA Insurance License #0G13915.