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Current Role

Keith is a financial advisor and a principal with ÐÜèÊÓƵ Financial. He serves clients throughout Michigan and is located in the Troy office. He is a regional director for ÐÜèÊÓƵ Financial.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Retirement planning
• Estate planning
• Insurance analysis

Experience

Keith has extensive experience in the field of financial planning. Since 1996, he has worked with high net worth individuals in creatively building financial strategies that strive to help clients work toward their financial goals. These strategies include tax efficient investment strategies, inter-generational wealth planning, and philanthropy.

Keith’s experience with the many facets of qualified and non-qualified retirement plans allows him to use this in-depth knowledge to bring customized answers to his clients.

He is a Certified Financial Planner® professional and holds numerous securities registrations and insurance licenses.

Personal Mission Statement

Keith believes the life goals and financial future of our clients are the same goals and beliefs that are our ultimate measure of progress.

Securities offered through ÐÜèÊÓƵ Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through ÐÜèÊÓƵ Wealth, a Registered Investment Advisor. Insurance services offered through ÐÜèÊÓƵ Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Plannerâ„¢ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1500 W. Big Beaver Rd., 2nd Floor, Troy, MI 48084 | 248.952.5000