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My Story

Motivated by a desire to help people, Keith Dershem draws from two decades of experience to guide his work. He enjoys working with corporate executives, business owners and professionals, in addition to his focus on multigenerational wealth.

Formerly, Keith held the position of Private Wealth Advisor at US Bank and held various titles at Fifth Third Bank, including CFO for the Kentucky Region, Line-of-Business CFO for the Investment Advisors division, and Wealth Management Advisor for the Private Bank. Keith is a Certified Financial PlannerTM.

Outside of work, Keith serves as the Vice President of the Cincinnati Estate Planning Council and as an Alumni Advisor for the Miami University Evans Scholars Foundation.

Keith believes in a “work hard, play hard” approach, giving it his all in the office, on the golf course, and at home with his wife, Jen, and children Michael and Annie.

Keith E. Dershem

Wealth Advisor

Education

  • Miami University, BS in Finance (2001)
Designations (1)
  • CERTIFIED FINANCIAL PLANNER (CFP)
Boards and Committees (2)
  • Cincinnati Estate Planning Council, Vice President (since 2019)
  • Miami University Evans Scholars, Alumni Advisor (since 2019)
  • Economics Center StEP Program, Since 2021