Driven by his passion for helping others, Keith enjoys working with clients in all phases of their lives. He focuses on high-net-worth-clients that are approaching retirement and non-profit institutions.

Formerly, Keith was a Private Wealth Advisor at US Bank and held various titles over 19+ years at Fifth Third Bank, including Wealth Management Advisor for the Private Bank, Line-of-Business CFO for the Investment Advisors division, and CFO for the Kentucky Region. Keith is a Certified Financial Planner® and an Accredited Estate Planner®.

Keith received his BS in Finance from Miami University where he was a proud recipient of the Evans Scholarship –  a program helping thousands of young, hardworking individuals dedicated to their academics, caddie records, character, and demonstrated financial need graduate from college. Keith remains active with the Evans Scholars program in Ohio, serving as Chairman for the Miami University Evans Scholars Foundation since 2019 and Director of Western Golf Association/Evans Scholars Foundation since 2022.

When not at work, Keith enjoys spending time with his wife, Jen, and his two children, in the Madeira suburb of Cincinnati, OH.

Education

• Miami University, BS in Finance (2001)

Designations

• Certified Financial Planner (CFP®)
• Accredited Estate Planner (AEP®)

Boards and Committees

• St. Vincent de Paul Charitable Pharmacy, Treasurer, Board Member, since 2022
• Cincinnati Estate Planning Council, 2-Term President, 2019-2025
• Miami University Evans Scholars, Scholarship House Chairman, since 2019
• Madeira Schools Foundation, Treasurer, Trustee, since 2024
• Western Golf Association/Evans Scholars Foundation, Director, since 2022

Community Involvement

• Economics Center StEP Program, Since 2021