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Keith E. Dershem, CFP®, AEP®

Wealth Advisor

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 Planner® and an Accredited Estate Planner®.

Outside of work, Keith serves as the President of the Cincinnati Estate Planning Council, as an Alumni Advisor for the Miami University Evans Scholars Foundation, and as a member of the Board of the St. Vincent de Paul Charitable Pharmacy.

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.

  • Miami University, BS in Finance (2001)
  • Certified Financial Planner (CFP®)
  • Accredited Estate Planner (AEP®)
Boards and Committees
  • St. Vincent de Paul Charitable Pharmacy, Board Member (since 2022)
  • Cincinnati Estate Planning Council, Vice President (since 2019)
  • Miami University Evans Scholars, Alumni Advisor (since 2019)
Community Involvement
  • Economics Center StEP Program, Since 2021

Where can we help you go next?

Contact a member of the Bartlett team today.