Keith became a financial advisor in January 2003 and spent 10 years in management, training and coaching advisors, in addition to working with clients. In January 2016, Keith rejoined the field and partnered with Truvision Financial to better serve the long term financial needs and strategies of clients. Keith takes pride working with young professionals, athletes and growing families to help them achieve their financial goals. Keith holds his Certified Health Specialist (CHS) designation and is working toward his Certified Financial Planner (CFP) designation. In his spare time, Keith enjoys traveling with his family.
Truvision Financial