Keith is a dedicated financial advisor and proud U.S. Air Force veteran with a mission-driven approach to wealth management and financial planning. With a strong background in economics and a deep commitment to disciplined financial strategies, Keith focuses on helping individuals, families, and business achieve financial security through tailored investment guidance, retirement planning, and wealth building strategies. Drawing from years of military service, Keith applies the core values of integrity, precision, and strategic thinking to every financial plan helping to ensure clients receive professional advice with a commitment to their long-term success.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.