Keith has been involved in the financial services industry since 1986. As a Financial Advisor, Keith has dedicated his career to providing outstanding service to solve his clients' complex investment concerns. He is a Senior Vice President - Wealth Management, and he oversees more than $250 million in client assets.
Thorough and innovative, Keith meets the needs of high net worth individuals, successful professionals, retirees, and corporations. His area of expertise lies in wealth creation and preservation strategies, utilizing tax advantaged estate and retirement planning, sophisticated investment allocation strategies, as well as insurance planning tactics. Through comprehensive communication, Keith strives to understand each client's financial needs and goals, while providing the personal attention necessary for a successful and positive investment experience.
Expertise, integrity and professionalism have earned Keith the respect and admiration of his clients and associates, as evidenced by his receipt of various awards and top industry honors including the Wealth Advisor designation from UBS and the prestigious Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association (IMCA®).
CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. Keith attended the Wharton Executive Education program at the University of Pennsylvania where he attained the knowledge, tools, and strategies to effectively set investment objectives, evaluate and select managers, and manage investment portfolios for individual and institutional clients. CIMA® certificants are the premier investment consulting and wealth management advisors in the industry* and the CIMA® designation is distinguished by the American National Standards Institute (ANSI) as the only financial services certification in the United States to meet international standards for personnel certification.
Premier service has built Keith a solid client base, and he has expanded his business through referrals from satisfied clients and other professionals. Keith attended St. Thomas Academy before enrolling at Creighton University and the University of St. Thomas, where he graduated with a Bachelor of Arts in Business Administration.
Active in the community, Keith and his wife contribute to higher education institutions to foster scholarships, further excellence in the classroom and athletics. They have two children, and they reside in Grant, Minnesota. Keith is a competitive scow sailor and a passionate outdoorsman.
- B.A. - University of St. Thomas
- CIMA® Wharton School of Executive Education
- St. Thomas Academy
- Series 7 General Securities Representative
- Series 31 Managed Futures Representative
- Series 63 Uniform Securities State Agent
- Accident & Health, Life, Variable Life & Variable Annuities
*Source - IMCA. "Elite Advisors -With an average AUM of more than $230M, and more than 18 years' experience, CIMA professionals represent the top quartile of the advisor community."